Filed December 23, 1992
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 | $152,672 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,184 | $58,336-10.5% | $97,226-46.3% | $199,593-73.9% |
| Participation rate | 79.8% | 63.8%+16.0pp | 72.7%+7.1pp | 72.0%+7.8pp |
| Annual return | 14.52% | 32.81%-18.3pp | 75.13%-60.6pp | 34.25%-19.7pp |
| Employer contribution / active EE | $1,313 | $1,416-7.3% | $2,729-51.9% | $3,034-56.7% |
| Participant deferral / active EE | $2,816 | $3,240-13.1% | $4,264-33.9% | $5,087-44.6% |
| Admin fee / account holder | $76 | $114-33.2% | $5,654-98.7% | $269-71.7% |