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 INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $403,887 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 60 | Sub-TA Fees | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,618 | $48,447+45.8% | $91,220-22.6% | $89,394-21.0% |
| Participation rate | 40.0% | 46.5%-6.4pp | 73.2%-33.2pp | 71.3%-31.2pp |
| Annual return | -19.92% | -13.16%-6.8pp | 114.01%-133.9pp | -11.89%-8.0pp |
| Employer contribution / active EE | $768 | $1,115-31.2% | $2,850-73.1% | $3,022-74.6% |
| Participant deferral / active EE | $1,641 | $2,235-26.6% | $4,234-61.2% | $5,123-68.0% |
| Admin fee / account holder | $51 | $61-15.6% | $5,420-99.1% | $79-35.3% |