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 |
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 | $137,508 | $127,481+7.9% | $149,696-8.1% | $90,288+52.3% |
| Participation rate | 92.7% | 78.2%+14.4pp | 82.5%+10.2pp | 73.4%+19.3pp |
| Annual return | 16.03% | 57.78%-41.7pp | 276.60%-260.6pp | 53.97%-37.9pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,644-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $9,957 | $6,975+42.8% | $6,842+45.5% | $4,232+135.3% |
| Admin fee / account holder | -$7 | $152-104.7% | $9,309-100.1% | $114-106.2% |