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 |
Filed as: FIDELITY INV INSTL OPER CO, INC. Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,874-100.0% | $123,544-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.3%-82.3pp | 72.4%-72.4pp |
| Annual return | -4.61% | 4.22%-8.8pp | 119.20%-123.8pp | -0.04%-4.6pp |
| Employer contribution / active EE | $33 | $3,256-99.0% | $4,628-99.3% | $2,405-98.6% |
| Participant deferral / active EE | $9,652 | $6,174+56.3% | $6,426+50.2% | $3,739+158.2% |
| Admin fee / account holder | $0 | $95-100.0% | $9,284-100.0% | $102-100.0% |