Filed December 8, 1994
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 INC Service code 37 · EIN 04-2647786 | Loan Processing | $17,213 |
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 | $46,740 | $22,714+105.8% | $59,496-21.4% | $55,191-15.3% |
| Participation rate | 93.8% | 37.5%+56.3pp | 54.6%+39.2pp | 69.2%+24.6pp |
| Annual return | 1.71% | -44.01%+45.7pp | 182.05%-180.3pp | 10.78%-9.1pp |
| Employer contribution / active EE | $2,610 | $418+524.6% | $1,153+126.4% | $1,899+37.4% |
| Participant deferral / active EE | $4,290 | $843+408.7% | $1,829+134.5% | $3,046+40.8% |
| Admin fee / account holder | $31 | $83-62.4% | $2,232-98.6% | $91-65.5% |