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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 50 · EIN 04-2647786 | Direct Payment | $725 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,806 | $37,117+519.1% | $147,618+55.7% | $55,191+316.4% |
| Participation rate | 90.9% | 63.6%+27.3pp | 84.6%+6.3pp | 69.2%+21.7pp |
| Annual return | 0.31% | 3.44%-3.1pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $17,246 | $1,620+964.3% | $5,564+209.9% | $1,899+808.3% |
| Participant deferral / active EE | $12,389 | $1,985+524.0% | $4,895+153.1% | $3,046+306.7% |
| Admin fee / account holder | $3 | $86-96.9% | $11,612-100.0% | $91-97.1% |