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 | $211,592 |
MORGAN LEWIS1 year Filed as: MORGAIN LEWIS Service code 16 · EIN 23-0891050 | Consulting | $2,143 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,309 | $118,337+93.8% | $189,513+21.0% | $93,030+146.5% |
| Participation rate | 95.4% | 89.1%+6.4pp | 87.8%+7.6pp | 73.9%+21.5pp |
| Annual return | 16.06% | 21.77%-5.7pp | 555.15%-539.1pp | 158.70%-142.6pp |
| Employer contribution / active EE | $6,696 | $4,204+59.3% | $6,162+8.7% | $2,706+147.5% |
| Participant deferral / active EE | $7,973 | $7,123+11.9% | $8,221-3.0% | $4,562+74.8% |
| Admin fee / account holder | $44 | $100-55.9% | $12,045-99.6% | $152-71.0% |