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 | $146,042 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $177,293 | $82,546+114.8% | $140,016+26.6% | $75,289+135.5% |
| Participation rate | 88.2% | 88.4%-0.2pp | 87.5%+0.7pp | 72.4%+15.8pp |
| Annual return | -5.48% | -0.36%-5.1pp | 651.12%-656.6pp | -0.04%-5.4pp |
| Employer contribution / active EE | $5,972 | $3,856+54.9% | $5,606+6.5% | $2,405+148.3% |
| Participant deferral / active EE | $15,305 | $5,731+167.0% | $6,927+120.9% | $3,739+309.4% |
| Admin fee / account holder | $72 | $86-16.0% | $10,705-99.3% | $102-29.6% |