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 | $18,438 |
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 | $56,468 | $46,100+22.5% | $86,590-34.8% | $69,631-18.9% |
| Participation rate | 98.0% | 67.2%+30.8pp | 73.5%+24.4pp | 70.7%+27.3pp |
| Annual return | 17.87% | 21.02%-3.2pp | 964.84%-947.0pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $2,602 | $1,850+40.7% | $2,839-8.4% | $2,032+28.0% |
| Participant deferral / active EE | $4,588 | $2,432+88.7% | $3,609+27.2% | $3,224+42.3% |
| Admin fee / account holder | $38 | $94-59.2% | $4,906-99.2% | $110-65.3% |