Filed October 31, 1995 (most recent of 3 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 INVESTMENTS INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | $283,385 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,455 | $95,776+75.9% | $162,163+3.9% | $77,787+116.6% |
| Participation rate | 95.9% | 88.6%+7.2pp | 87.6%+8.3pp | 73.2%+22.6pp |
| Annual return | 24.05% | 37.03%-13.0pp | 115.59%-91.5pp | 32.57%-8.5pp |
| Employer contribution / active EE | $4,957 | $3,874+28.0% | $5,614-11.7% | $2,504+97.9% |
| Participant deferral / active EE | $7,481 | $6,125+22.1% | $7,298+2.5% | $3,967+88.6% |
| Admin fee / account holder | $59 | $88-32.5% | $10,843-99.5% | $100-40.9% |