Filed March 10, 2005 (most recent of 3 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,281 | $130,267+21.5% | $145,661+8.7% | $102,872+53.9% |
| Participation rate | 85.5% | 83.3%+2.2pp | 77.2%+8.3pp | 73.0%+12.5pp |
| Annual return | 14.39% | 17.79%-3.4pp | 101.46%-87.1pp | 19.06%-4.7pp |
| Employer contribution / active EE | $0 | $4,061-100.0% | $4,238-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $0 | $6,550-100.0% | $7,198-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $396-100.0% | $12,466-100.0% | $292-100.0% |