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 | $299,436 |
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 | $146,368 | $121,259+20.7% | $162,163-9.7% | $89,569+63.4% |
| Participation rate | 79.3% | 90.0%-10.7pp | 87.6%-8.2pp | 69.6%+9.8pp |
| Annual return | 24.02% | 22.23%+1.8pp | 115.59%-91.6pp | 34.56%-10.5pp |
| Employer contribution / active EE | $2,768 | $4,435-37.6% | $5,614-50.7% | $2,584+7.1% |
| Participant deferral / active EE | $4,566 | $6,620-31.0% | $7,298-37.4% | $4,220+8.2% |
| Admin fee / account holder | $5 | $101-94.8% | $10,843-100.0% | $72-92.6% |