Filed March 26, 1998
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 INV. INST. OPR. CO. INC. Service code 50 · EIN 04-2647786 | Direct Payment | $96 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,558 | $55,002+30.1% | $59,878+19.5% | $56,287+27.1% |
| Participation rate | 99.5% | 75.9%+23.5pp | 74.7%+24.8pp | 69.9%+29.6pp |
| Annual return | -3.53% | 1.13%-4.7pp | 3.46%-7.0pp | -9.96%+6.4pp |
| Employer contribution / active EE | $4,003 | $2,448+63.5% | $2,722+47.1% | $2,111+89.6% |
| Participant deferral / active EE | $5,100 | $3,121+63.4% | $3,402+49.9% | $3,350+52.2% |
| Admin fee / account holder | $0 | $236-99.9% | $3,590-100.0% | $521-100.0% |