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 | $2,409 |
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 | $265,810 | $37,203+614.5% | $154,110+72.5% | $55,727+377.0% |
| Participation rate | 88.0% | 64.1%+23.9pp | 83.0%+5.0pp | 70.9%+17.2pp |
| Annual return | -5.89% | 1320.03%-1325.9pp | 735.22%-741.1pp | 244.94%-250.8pp |
| Employer contribution / active EE | $16,765 | $1,614+938.4% | $5,298+216.5% | $2,078+706.7% |
| Participant deferral / active EE | $12,650 | $2,069+511.5% | $5,081+149.0% | $3,356+277.0% |
| Admin fee / account holder | $3 | $102-96.9% | $13,412-100.0% | $115-97.3% |