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 | $109,171 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,453 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,699 | $118,337+134.7% | $189,513+46.5% | $93,030+198.5% |
| Participation rate | 89.3% | 89.1%+0.3pp | 87.8%+1.5pp | 73.9%+15.4pp |
| Annual return | 17.16% | 21.77%-4.6pp | 555.15%-538.0pp | 158.70%-141.5pp |
| Employer contribution / active EE | $6,687 | $4,204+59.1% | $6,162+8.5% | $2,706+147.1% |
| Participant deferral / active EE | $18,172 | $7,123+155.1% | $8,221+121.0% | $4,562+298.3% |
| Admin fee / account holder | $83 | $100-17.1% | $12,045-99.3% | $152-45.5% |