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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $816 |
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 | $87,191 | $60,989+43.0% | $60,874+43.2% | $66,914+30.3% |
| Participation rate | 99.0% | 74.5%+24.5pp | 73.1%+25.8pp | 69.8%+29.1pp |
| Annual return | -12.55% | -9.60%-2.9pp | 16.90%-29.4pp | 1.58%-14.1pp |
| Employer contribution / active EE | $3,984 | $2,661+49.7% | $2,701+47.5% | $2,544+56.6% |
| Participant deferral / active EE | $5,445 | $3,615+50.6% | $3,817+42.7% | $4,237+28.5% |
| Admin fee / account holder | $2 | $338-99.5% | $3,224-100.0% | $593-99.7% |