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 | $13,679 |
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 | $100,164 | $71,516+40.1% | $98,439+1.8% | $71,457+40.2% |
| Participation rate | 69.3% | 72.7%-3.4pp | 75.2%-5.9pp | 67.9%+1.4pp |
| Annual return | 16.32% | 32.41%-16.1pp | 21.16%-4.8pp | 28.85%-12.5pp |
| Employer contribution / active EE | $1,127 | $2,399-53.0% | $3,048-63.0% | $2,588-56.5% |
| Participant deferral / active EE | $3,919 | $4,109-4.6% | $4,738-17.3% | $4,289-8.6% |
| Admin fee / account holder | $94 | $1,675-94.4% | $8,948-99.0% | $1,587-94.1% |