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 |
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 | $115,912 | $101,523+14.2% | $141,162-17.9% | $77,787+49.0% |
| Participation rate | 92.7% | 77.4%+15.3pp | 82.5%+10.2pp | 73.2%+19.5pp |
| Annual return | 21.93% | 56.22%-34.3pp | 71.39%-49.5pp | 32.57%-10.6pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,735-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $9,492 | $6,434+47.5% | $6,709+41.5% | $3,967+139.3% |
| Admin fee / account holder | -$1 | $92-101.3% | $10,261-100.0% | $100-101.2% |