Filed July 31, 1989
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 INV INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,587 | $92,303+117.3% | $152,466+31.6% | $86,799+131.1% |
| Participation rate | 71.3% | 81.1%-9.7pp | 78.2%-6.9pp | 72.3%-1.0pp |
| Annual return | 15.41% | 531.69%-516.3pp | 757.33%-741.9pp | 97.91%-82.5pp |
| Employer contribution / active EE | $18 | $3,748-99.5% | $4,327-99.6% | $2,405-99.3% |
| Participant deferral / active EE | $6,179 | $5,599+10.4% | $5,820+6.2% | $4,131+49.6% |
| Admin fee / account holder | $0 | $150-100.0% | $15,805-100.0% | $170-100.0% |