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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,169 |
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 | $114,552 | $55,371+106.9% | $95,585+19.8% | $74,304+54.2% |
| Participation rate | 83.7% | 53.8%+29.9pp | 72.1%+11.7pp | 60.3%+23.4pp |
| Annual return | 16.35% | 24.26%-7.9pp | 38.56%-22.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $2,713 | $1,437+88.8% | $2,527+7.4% | $2,241+21.0% |
| Participant deferral / active EE | $3,587 | $2,955+21.4% | $4,023-10.8% | $3,767-4.8% |
| Admin fee / account holder | $12 | $2,620-99.6% | $6,127-99.8% | $2,969-99.6% |