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 | $86,293 | $88,874-2.9% | $123,544-30.2% | $75,289+14.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.3%+17.7pp | 72.4%+27.6pp |
| Annual return | -5.26% | 4.22%-9.5pp | 119.20%-124.5pp | -0.04%-5.2pp |
| Employer contribution / active EE | $8,380 | $3,256+157.4% | $4,628+81.1% | $2,405+248.4% |
| Participant deferral / active EE | $972 | $6,174-84.3% | $6,426-84.9% | $3,739-74.0% |
| Admin fee / account holder | $0 | $95-99.5% | $9,284-100.0% | $102-99.5% |