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 · 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 | $91,497 | $96,458-5.1% | $136,294-32.9% | $77,958+17.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.9%+18.1pp | 71.6%+28.4pp |
| Annual return | 16.71% | 23.78%-7.1pp | 5155.94%-5139.2pp | 20.87%-4.2pp |
| Employer contribution / active EE | $8,188 | $3,144+160.4% | $4,695+74.4% | $2,310+254.4% |
| Participant deferral / active EE | $989 | $5,902-83.3% | $6,247-84.2% | $3,537-72.0% |
| Admin fee / account holder | $0 | $80-99.5% | $9,243-100.0% | $97-99.6% |