Filed October 10, 2006 (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 INV INSTL OPER CO INC Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INSTL OPER CO, INC Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,190 | $85,635-11.0% | $123,892-38.5% | $63,975+19.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 81.4%+18.6pp | 71.1%+28.9pp |
| Annual return | 7.24% | 15.74%-8.5pp | 47.52%-40.3pp | 48.65%-41.4pp |
| Employer contribution / active EE | $7,999 | $3,076+160.0% | $4,617+73.3% | $2,182+266.6% |
| Participant deferral / active EE | $951 | $5,667-83.2% | $5,984-84.1% | $3,356-71.7% |
| Admin fee / account holder | $0 | $75-99.7% | $8,357-100.0% | $70-99.7% |