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 | $13,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,371 | $52,208-64.8% | $86,612-78.8% | $74,419-75.3% |
| Participation rate | 55.7% | 66.3%-10.6pp | 71.7%-16.0pp | 70.7%-15.0pp |
| Annual return | 17.49% | 44.46%-27.0pp | 591.07%-573.6pp | 34.38%-16.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,022-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $3,383-100.0% | $4,438-100.0% | $4,528-100.0% |
| Admin fee / account holder | $29 | $319-90.9% | $5,614-99.5% | $348-91.7% |