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.
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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $26,631 |
GUNDERSON DETTMER1 year Service code 29 · EIN 77-0409988 | Legal | $9,887 |
Filed as: FIDELITY INV INST OP CO LLC Service code 50 · EIN 04-2647786 | Direct Payment | $9,192 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,694 | $60,504-60.8% | $81,882-71.1% | $74,478-68.2% |
| Participation rate | 87.6% | 62.9%+24.7pp | 72.4%+15.2pp | 67.2%+20.4pp |
| Annual return | 11.75% | 16.91%-5.2pp | 779.47%-767.7pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $3,400-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $129 | $1,492-91.4% | $7,360-98.2% | $1,946-93.4% |