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 | $8,621 |
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 | $194,305 | $89,274+117.6% | $149,718+29.8% | $77,958+149.2% |
| Participation rate | 88.5% | 87.6%+0.8pp | 87.1%+1.4pp | 71.6%+16.8pp |
| Annual return | 19.48% | 20.36%-0.9pp | 1501.63%-1482.1pp | 20.87%-1.4pp |
| Employer contribution / active EE | $6,045 | $3,727+62.2% | $5,445+11.0% | $2,310+161.6% |
| Participant deferral / active EE | $14,419 | $5,382+167.9% | $6,569+119.5% | $3,537+307.7% |
| Admin fee / account holder | $5 | $240-98.1% | $11,283-100.0% | $97-95.3% |