Filed December 3, 1999
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 Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$93,144 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,246 | $39,859+264.4% | $78,689+84.6% | $57,658+151.9% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 8.27% | 18.96%-10.7pp | 62.18%-53.9pp | 5.13%+3.1pp |
| Employer contribution / active EE | $12,805 | $1,786+617.1% | $2,851+349.2% | $1,974+548.8% |
| Participant deferral / active EE | $10,081 | $2,248+348.4% | $3,517+186.6% | $3,061+229.4% |
| Admin fee / account holder | -$162 | $76-312.9% | $4,510-103.6% | $95-271.6% |