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 | $77,110 |
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 | $399,512 | $56,551+606.5% | $185,854+115.0% | $86,828+360.1% |
| Participation rate | 78.9% | 65.5%+13.4pp | 81.7%-2.8pp | 72.3%+6.6pp |
| Annual return | 14.07% | 118.23%-104.2pp | 122.12%-108.0pp | 97.95%-83.9pp |
| Employer contribution / active EE | $17,268 | $1,845+836.0% | $5,169+234.1% | $2,406+617.6% |
| Participant deferral / active EE | $13,080 | $2,556+411.8% | $5,569+134.9% | $4,132+216.5% |
| Admin fee / account holder | $87 | $150-41.9% | $16,246-99.5% | $170-48.7% |