Filed June 17, 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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$48,759 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,425 | $78,485+29.2% | $106,213-4.5% | $74,495+36.2% |
| Participation rate | 99.4% | 72.8%+26.6pp | 75.3%+24.1pp | 67.2%+32.2pp |
| Annual return | 16.18% | 15.95%+0.2pp | 116.14%-100.0pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $4,525 | $2,523+79.4% | $3,171+42.7% | $2,623+72.5% |
| Participant deferral / active EE | $6,630 | $4,322+53.4% | $5,016+32.2% | $4,346+52.6% |
| Admin fee / account holder | -$211 | $2,232-109.4% | $11,033-101.9% | $1,942-110.9% |