Filed December 24, 2004 (most recent of 6 filings on file)
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.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVSTS INST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $959,550 |
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $92,275 |
MITCHELL & TITUS, LLP2 years Service code 10 · EIN 13-2781641 | Accounting | $23,800 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,027 | $123,048+68.2% | $81,983+152.5% | $106,222+94.9% |
| Participation rate | 97.8% | 65.1%+32.7pp | 69.2%+28.5pp | 70.8%+26.9pp |
| Annual return | 14.68% | 14.83%-0.1pp | 41.31%-26.6pp | 21.69%-7.0pp |
| Employer contribution / active EE | $3,178 | $3,893-18.3% | $2,498+27.2% | $2,723+16.7% |
| Participant deferral / active EE | $7,129 | $4,168+71.0% | $3,722+91.5% | $4,600+55.0% |
| Admin fee / account holder | $50 | $116-56.9% | $5,664-99.1% | $78-36.0% |