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 | $84 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $80 |
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 | $80,957 | $60,795+33.2% | $69,455+16.6% | $65,185+24.2% |
| Participation rate | 98.9% | 74.9%+24.1pp | 74.6%+24.3pp | 70.2%+28.7pp |
| Annual return | 17.72% | 17.46%+0.3pp | 28.97%-11.3pp | 29.38%-11.7pp |
| Employer contribution / active EE | $3,978 | $2,452+62.3% | $2,779+43.2% | $2,177+82.8% |
| Participant deferral / active EE | $5,031 | $3,162+59.1% | $3,535+42.3% | $3,514+43.2% |
| Admin fee / account holder | $0 | $314-99.9% | $3,839-100.0% | $847-100.0% |