Filed October 2, 1992
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $109,789 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,300 | $94,876+72.1% | $82,389+98.2% | $102,872+58.7% |
| Participation rate | 93.7% | 70.6%+23.1pp | 69.5%+24.2pp | 73.0%+20.7pp |
| Annual return | 16.56% | 17.83%-1.3pp | 28.67%-12.1pp | 19.06%-2.5pp |
| Employer contribution / active EE | $7,079 | $3,789+86.8% | $2,517+181.2% | $3,526+100.7% |
| Participant deferral / active EE | $8,136 | $4,496+80.9% | $4,155+95.8% | $5,535+47.0% |
| Admin fee / account holder | $53 | $214-75.3% | $7,231-99.3% | $292-81.9% |