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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $38,290 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,073 | $56,317-16.4% | $71,209-33.9% | $74,304-36.6% |
| Participation rate | 93.9% | 55.1%+38.7pp | 73.8%+20.1pp | 60.3%+33.5pp |
| Annual return | 16.14% | 42.83%-26.7pp | 282.51%-266.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $2,968 | $2,160+37.4% | $2,721+9.1% | $2,241+32.4% |
| Participant deferral / active EE | $4,563 | $2,788+63.7% | $4,175+9.3% | $3,767+21.1% |
| Admin fee / account holder | $120 | $2,290-94.7% | $5,349-97.7% | $2,969-95.9% |