Filed February 7, 2007 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INSTIT'L OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $6,403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,275 | $72,607+34.0% | $90,749+7.2% | $66,914+45.4% |
| Participation rate | 63.7% | 73.7%-9.9pp | 75.7%-11.9pp | 69.8%-6.1pp |
| Annual return | -16.36% | -12.28%-4.1pp | -12.16%-4.2pp | 1.58%-17.9pp |
| Employer contribution / active EE | $966 | $2,369-59.2% | $2,921-66.9% | $2,544-62.0% |
| Participant deferral / active EE | $3,449 | $3,977-13.3% | $4,564-24.4% | $4,237-18.6% |
| Admin fee / account holder | $41 | $707-94.2% | $8,445-99.5% | $593-93.0% |