Filed May 26, 1998 (most recent of 2 filings on file)
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 INV. INST. OPER. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $487 |
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 | $119,230 | $52,903+125.4% | $73,307+62.6% | $59,632+99.9% |
| Participation rate | 75.0% | 68.2%+6.8pp | 74.9%+0.1pp | 68.7%+6.3pp |
| Annual return | 3.30% | 12.20%-8.9pp | 5.67%-2.4pp | 2041.28%-2038.0pp |
| Employer contribution / active EE | $7,047 | $1,909+269.2% | $3,237+117.7% | $2,203+220.0% |
| Participant deferral / active EE | $8,624 | $4,069+111.9% | $4,991+72.8% | $3,192+170.2% |
| Admin fee / account holder | $10 | $3,834-99.7% | $5,637-99.8% | $4,297-99.8% |