Filed August 16, 1996
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 | $45,514 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,023 | $65,908+32.0% | $81,812+6.4% | $77,643+12.1% |
| Participation rate | 93.8% | 65.8%+28.0pp | 72.3%+21.4pp | 70.6%+23.2pp |
| Annual return | 17.70% | 26.64%-8.9pp | 773.79%-756.1pp | 31.24%-13.5pp |
| Employer contribution / active EE | $1,559 | $2,370-34.2% | $2,912-46.5% | $2,726-42.8% |
| Participant deferral / active EE | $6,197 | $3,505+76.8% | $4,319+43.5% | $4,647+33.3% |
| Admin fee / account holder | $51 | $526-90.3% | $7,386-99.3% | $430-88.1% |