Filed June 4, 1997
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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,344 | $38,315+21.0% | $80,004-42.1% | $69,651-33.5% |
| Participation rate | 40.2% | 43.0%-2.7pp | 73.0%-32.8pp | 66.6%-26.3pp |
| Annual return | -21.60% | -2.06%-19.5pp | 7.63%-29.2pp | 53.77%-75.4pp |
| Employer contribution / active EE | $859 | $783+9.7% | $2,473-65.3% | $2,241-61.7% |
| Participant deferral / active EE | $1,784 | $1,495+19.3% | $3,204-44.3% | $3,635-50.9% |
| Admin fee / account holder | $6 | $48-86.7% | $5,033-99.9% | $63-89.8% |