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 | $19,968 |
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 | $63,173 | $43,999+43.6% | $79,464-20.5% | $55,725+13.4% |
| Participation rate | 97.0% | 66.9%+30.1pp | 73.3%+23.7pp | 70.9%+26.1pp |
| Annual return | -1.44% | 1.81%-3.3pp | 718.14%-719.6pp | 244.93%-246.4pp |
| Employer contribution / active EE | $2,797 | $1,830+52.9% | $2,800-0.1% | $2,078+34.6% |
| Participant deferral / active EE | $4,872 | $2,538+92.0% | $3,704+31.6% | $3,356+45.2% |
| Admin fee / account holder | $55 | $118-53.5% | $5,113-98.9% | $115-52.5% |