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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 60 | Sub-TA Fees | $0 |
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 | $127,296 | $101,517+25.4% | $453,369-71.9% | $101,517+25.4% |
| Participation rate | 90.4% | 74.6%+15.8pp | 78.0%+12.4pp | 74.6%+15.8pp |
| Annual return | 16.70% | 21.00%-4.3pp | 64.40%-47.7pp | 21.00%-4.3pp |
| Employer contribution / active EE | $0 | $2,973-100.0% | $4,070-100.0% | $2,973-100.0% |
| Participant deferral / active EE | $0 | $4,873-100.0% | $6,209-100.0% | $4,873-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $11,209-100.0% | $139-100.0% |