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 | $54,361 |
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 | $323,633 | $62,941+414.2% | $172,757+87.3% | $67,584+378.9% |
| Participation rate | 86.8% | 64.5%+22.3pp | 82.6%+4.1pp | 71.3%+15.5pp |
| Annual return | 23.91% | 30.36%-6.5pp | 803.06%-779.2pp | 378.59%-354.7pp |
| Employer contribution / active EE | $17,051 | $1,636+941.9% | $5,144+231.5% | $2,148+693.8% |
| Participant deferral / active EE | $13,103 | $2,145+510.8% | $5,198+152.1% | $3,540+270.2% |
| Admin fee / account holder | $66 | $167-60.5% | $13,956-99.5% | $142-53.8% |