Filed March 6, 2002
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 5-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 OPER Service code 37 · EIN 04-2647786 | Loan Processing | $6,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,950 | $79,519+62.2% | $95,952+34.4% | $73,409+75.7% |
| Participation rate | 99.0% | 81.2%+17.8pp | 77.1%+21.9pp | 72.2%+26.8pp |
| Annual return | 0.00% | 19.20%-19.2pp | 91.61%-91.6pp | 59.29%-59.3pp |
| Employer contribution / active EE | $7,476 | $2,048+265.1% | $2,541+194.2% | $2,234+234.7% |
| Participant deferral / active EE | $5,913 | $4,138+42.9% | $4,167+41.9% | $3,805+55.4% |
| Admin fee / account holder | $17 | $184-90.9% | $6,795-99.8% | $158-89.4% |