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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $75 |
Filed as: FIDELITY INV. INST. OPR. CO. INC. Service code 50 · EIN 04-2647786 | Direct Payment | $72 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,139 | $65,322+41.1% | $70,449+30.8% | $73,488+25.4% |
| Participation rate | 98.9% | 77.0%+22.0pp | 75.1%+23.9pp | 70.7%+28.3pp |
| Annual return | 16.33% | 15.71%+0.6pp | 109.03%-92.7pp | 28.51%-12.2pp |
| Employer contribution / active EE | $3,957 | $2,460+60.9% | $2,737+44.6% | $2,270+74.3% |
| Participant deferral / active EE | $5,161 | $3,375+52.9% | $3,709+39.2% | $3,740+38.0% |
| Admin fee / account holder | $0 | $214-99.9% | $3,845-100.0% | $513-99.9% |