Filed October 9, 1992 (most recent of 2 filings on file)
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 |
|---|---|---|
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INST OPS CO Service code 15 · EIN 04-2647786 | Recordkeeping | -$18,153 |
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 | $86,278 | $204,517-57.8% | $69,455+24.2% | $77,787+10.9% |
| Participation rate | 99.4% | 74.6%+24.8pp | 74.6%+24.8pp | 73.2%+26.2pp |
| Annual return | 17.79% | 22.10%-4.3pp | 28.97%-11.2pp | 32.57%-14.8pp |
| Employer contribution / active EE | $4,556 | $3,548+28.4% | $2,779+63.9% | $2,504+81.9% |
| Participant deferral / active EE | $0 | $3,478-100.0% | $3,535-100.0% | $3,967-100.0% |
| Admin fee / account holder | $10 | $101-89.7% | $3,839-99.7% | $100-89.7% |