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 | $27,660 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,724 |
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 | $180,296 | $77,503+132.6% | $100,391+79.6% | $80,856+123.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 21.60% | 37.20%-15.6pp | 49.20%-27.6pp | 35.59%-14.0pp |
| Employer contribution / active EE | $13,058 | $2,801+366.2% | $3,942+231.3% | $2,755+374.0% |
| Participant deferral / active EE | $15,169 | $6,820+122.4% | $8,082+87.7% | $4,296+253.1% |
| Admin fee / account holder | $504 | $5,897-91.5% | $7,899-93.6% | $6,918-92.7% |