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 | $2,608 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,298 | $46,182+511.3% | $170,435+65.6% | $69,634+305.4% |
| Participation rate | 87.2% | 63.9%+23.3pp | 83.6%+3.6pp | 70.7%+16.5pp |
| Annual return | 18.66% | 21.40%-2.7pp | 205.94%-187.3pp | 27572.26%-27553.6pp |
| Employer contribution / active EE | $16,063 | $1,610+897.6% | $5,432+195.7% | $2,032+690.4% |
| Participant deferral / active EE | $11,792 | $2,081+466.7% | $4,939+138.7% | $3,224+265.8% |
| Admin fee / account holder | $4 | $116-96.9% | $13,881-100.0% | $110-96.8% |