Filed July 26, 2006
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 37 · EIN 04-2647786 | Loan Processing | $173,301 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,151 | $53,565+14.2% | $172,739-64.6% | $82,204-25.6% |
| Participation rate | 95.7% | 69.6%+26.1pp | 82.6%+13.1pp | 73.4%+22.3pp |
| Annual return | 22.15% | 31.42%-9.3pp | 802.84%-780.7pp | 26.31%-4.2pp |
| Employer contribution / active EE | $3,006 | $1,857+61.9% | $5,143-41.5% | $2,707+11.0% |
| Participant deferral / active EE | $2,726 | $3,006-9.3% | $5,198-47.6% | $4,246-35.8% |
| Admin fee / account holder | $15 | $61-75.3% | $13,954-99.9% | $76-80.0% |