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., LLC. Service code 37 · EIN 04-2647786 | Loan Processing | $24,591 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,494 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,705 | $68,346+98.6% | $94,646+43.4% | $75,163+80.5% |
| Participation rate | 73.5% | 76.1%-2.6pp | 80.8%-7.3pp | 67.2%+6.3pp |
| Annual return | 28.49% | 616.93%-588.4pp | 156.71%-128.2pp | 160.62%-132.1pp |
| Employer contribution / active EE | $9,026 | $2,701+234.2% | $3,672+145.8% | $2,670+238.1% |
| Participant deferral / active EE | $10,691 | $6,537+63.5% | $7,418+44.1% | $4,125+159.2% |
| Admin fee / account holder | $334 | $5,326-93.7% | $7,231-95.4% | $5,651-94.1% |