Filed March 10, 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.
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 INVS INSTITUTIONAL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$31,845 |
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 | $174,091 | $41,854+315.9% | $73,843+135.8% | $52,331+232.7% |
| Participation rate | 95.5% | 66.2%+29.3pp | 73.4%+22.1pp | 68.1%+27.4pp |
| Annual return | 1.69% | 2.11%-0.4pp | 2267.84%-2266.2pp | 4.54%-2.9pp |
| Employer contribution / active EE | $3,532 | $1,920+83.9% | $2,787+26.7% | $1,882+87.7% |
| Participant deferral / active EE | $9,397 | $2,498+276.2% | $3,583+162.3% | $3,022+210.9% |
| Admin fee / account holder | $9 | $493-98.2% | $4,880-99.8% | $592-98.5% |