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 | $74,957 |
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 | $247,693 | $110,699+123.8% | $177,821+39.3% | $90,288+174.3% |
| Participation rate | 90.7% | 88.3%+2.4pp | 87.7%+3.0pp | 73.4%+17.4pp |
| Annual return | 17.47% | 22.79%-5.3pp | 48.32%-30.9pp | 53.97%-36.5pp |
| Employer contribution / active EE | $6,478 | $4,118+57.3% | $5,918+9.5% | $2,524+156.6% |
| Participant deferral / active EE | $17,241 | $6,731+156.1% | $7,714+123.5% | $4,232+307.4% |
| Admin fee / account holder | $79 | $90-12.0% | $12,427-99.4% | $114-30.6% |