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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $41,317 |
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 | $96,861 | $61,058+58.6% | $71,209+36.0% | $85,563+13.2% |
| Participation rate | 95.6% | 58.6%+37.1pp | 73.8%+21.9pp | 66.0%+29.7pp |
| Annual return | 17.14% | 100.41%-83.3pp | 282.51%-265.4pp | 31.51%-14.4pp |
| Employer contribution / active EE | $1,814 | $2,199-17.5% | $2,721-33.3% | $2,654-31.6% |
| Participant deferral / active EE | $7,311 | $3,173+130.4% | $4,175+75.1% | $4,375+67.1% |
| Admin fee / account holder | $44 | $855-94.8% | $5,349-99.2% | $834-94.7% |