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 | $60,047 |
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 | $363,051 | $52,303+594.1% | $178,510+103.4% | $73,415+394.5% |
| Participation rate | 96.7% | 65.3%+31.4pp | 81.9%+14.8pp | 72.2%+24.5pp |
| Annual return | 16.30% | 34.76%-18.5pp | 151.13%-134.8pp | 59.30%-43.0pp |
| Employer contribution / active EE | $19,651 | $1,737+1031.6% | $5,011+292.1% | $2,234+779.7% |
| Participant deferral / active EE | $15,506 | $2,334+564.4% | $5,202+198.1% | $3,806+307.4% |
| Admin fee / account holder | $69 | $127-45.8% | $13,988-99.5% | $158-56.3% |