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 | $214,569 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,222 | $69,238+8.6% | $185,823-59.5% | $101,517-25.9% |
| Participation rate | 96.2% | 73.5%+22.7pp | 81.7%+14.5pp | 74.6%+21.6pp |
| Annual return | 14.29% | 21.26%-7.0pp | 122.05%-107.8pp | 21.00%-6.7pp |
| Employer contribution / active EE | $3,366 | $2,104+59.9% | $5,167-34.9% | $2,973+13.2% |
| Participant deferral / active EE | $3,185 | $3,764-15.4% | $5,568-42.8% | $4,873-34.6% |
| Admin fee / account holder | $18 | $66-73.3% | $16,237-99.9% | $139-87.3% |