Filed August 14, 1998
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $23,129 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,147 | $56,767+111.7% | $101,794+18.0% | $85,563+40.4% |
| Participation rate | 66.0% | 57.6%+8.4pp | 69.2%-3.2pp | 66.0%0pp |
| Annual return | 20.48% | 17.76%+2.7pp | 30.53%-10.0pp | 31.51%-11.0pp |
| Employer contribution / active EE | $3,395 | $1,112+205.3% | $2,289+48.3% | $2,654+27.9% |
| Participant deferral / active EE | $6,406 | $2,720+135.5% | $4,084+56.8% | $4,375+46.4% |
| Admin fee / account holder | $39 | $1,098-96.4% | $8,777-99.6% | $834-95.3% |