Filed March 19, 1996 (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 OP CO LLC Service code 50 · EIN 04-2647786 | Direct Payment | $475 |
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 | $40,779 | $58,290-30.0% | $98,442-58.6% | $86,799-53.0% |
| Participation rate | 96.6% | 68.3%+28.3pp | 73.3%+23.3pp | 72.3%+24.4pp |
| Annual return | 15.87% | 43.48%-27.6pp | 1492.73%-1476.9pp | 97.91%-82.0pp |
| Employer contribution / active EE | $1,355 | $2,008-32.5% | $2,960-54.2% | $2,405-43.7% |
| Participant deferral / active EE | $3,454 | $3,152+9.6% | $4,276-19.2% | $4,131-16.4% |
| Admin fee / account holder | $2 | $138-98.9% | $5,949-100.0% | $170-99.1% |