Filed February 26, 1996
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 INST OP CO Service code 37 · EIN 04-2647786 | Loan Processing | $43,912 |
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 | $164,558 | $80,354+104.8% | $133,980+22.8% | $63,975+157.2% |
| Participation rate | 88.1% | 87.5%+0.6pp | 87.1%+1.0pp | 71.1%+16.9pp |
| Annual return | 8.88% | 13.11%-4.2pp | 29.30%-20.4pp | 48.65%-39.8pp |
| Employer contribution / active EE | $5,916 | $3,503+68.9% | $5,211+13.5% | $2,182+171.2% |
| Participant deferral / active EE | $13,381 | $5,239+155.4% | $6,282+113.0% | $3,356+298.7% |
| Admin fee / account holder | $25 | $69-64.3% | $9,324-99.7% | $70-64.9% |