Filed August 1, 1993
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,462 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,365 | $58,926+82.2% | $97,226+10.4% | $74,495+44.1% |
| Participation rate | 89.0% | 63.5%+25.5pp | 72.7%+16.3pp | 67.2%+21.8pp |
| Annual return | 10.34% | 16.04%-5.7pp | 75.13%-64.8pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $2,857 | $1,894+50.8% | $2,729+4.7% | $2,623+8.9% |
| Participant deferral / active EE | $3,861 | $3,664+5.4% | $4,264-9.4% | $4,346-11.1% |
| Admin fee / account holder | $12 | $1,974-99.4% | $5,654-99.8% | $1,942-99.4% |