Filed November 2, 1995
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 OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $26,165 |
Participant 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 | $127,688 | $96,381+32.5% | $140,016-8.8% | $73,367+74.0% |
| Participation rate | 79.0% | 90.1%-11.1pp | 87.5%-8.4pp | 69.5%+9.6pp |
| Annual return | -0.66% | -4.30%+3.6pp | 651.12%-651.8pp | 173.45%-174.1pp |
| Employer contribution / active EE | $2,738 | $4,168-34.3% | $5,606-51.2% | $2,499+9.6% |
| Participant deferral / active EE | $4,420 | $6,186-28.5% | $6,927-36.2% | $4,033+9.6% |
| Admin fee / account holder | -$3 | $100-102.7% | $10,705-100.0% | $68-103.9% |