Filed December 20, 2000
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 | $22,197 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,237 | $101,499-75.1% | $147,005-82.8% | $74,546-66.1% |
| Participation rate | 83.2% | 75.5%+7.7pp | 82.2%+1.1pp | 67.2%+16.0pp |
| Annual return | 18.62% | 8732.34%-8713.7pp | 418.76%-400.1pp | 1366.03%-1347.4pp |
| Employer contribution / active EE | $406 | $3,811-89.4% | $4,934-91.8% | $2,624-84.5% |
| Participant deferral / active EE | $3,902 | $7,304-46.6% | $8,070-51.6% | $4,347-10.2% |
| Admin fee / account holder | $50 | $1,748-97.1% | $13,006-99.6% | $1,944-97.4% |