Filed January 29, 1999
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $32,467 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,525 | $65,908-38.5% | $81,812-50.5% | $77,643-47.8% |
| Participation rate | 94.3% | 65.8%+28.5pp | 72.3%+21.9pp | 70.6%+23.7pp |
| Annual return | 12.60% | 26.64%-14.0pp | 773.79%-761.2pp | 31.24%-18.6pp |
| Employer contribution / active EE | $2,620 | $2,370+10.5% | $2,912-10.0% | $2,726-3.9% |
| Participant deferral / active EE | $4,025 | $3,505+14.8% | $4,319-6.8% | $4,647-13.4% |
| Admin fee / account holder | $103 | $526-80.5% | $7,386-98.6% | $430-76.1% |