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 | $12,931 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,561 | $87,013+36.3% | $106,213+11.6% | $80,856+46.6% |
| Participation rate | 82.4% | 70.4%+11.9pp | 75.3%+7.1pp | 67.6%+14.7pp |
| Annual return | 12.44% | 17.05%-4.6pp | 116.14%-103.7pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,923 | $2,395-19.7% | $3,171-39.4% | $2,755-30.2% |
| Participant deferral / active EE | $6,644 | $3,986+66.7% | $5,016+32.5% | $4,296+54.7% |
| Admin fee / account holder | $119 | $8,431-98.6% | $11,033-98.9% | $6,918-98.3% |