Filed August 1, 2001
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 64 · EIN 04-2647786 | Recordkeeping Fees | $140,649 |
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 | $59,251 | $111,072-46.7% | $156,263-62.1% | $102,872-42.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 78.9%+21.1pp | 73.0%+27.0pp |
| Annual return | 25.18% | 16.98%+8.2pp | 59.47%-34.3pp | 19.06%+6.1pp |
| Employer contribution / active EE | $4,944 | $4,017+23.1% | $4,333+14.1% | $3,526+40.2% |
| Participant deferral / active EE | $1,517 | $5,455-72.2% | $6,158-75.4% | $5,535-72.6% |
| Admin fee / account holder | $38 | $120-68.4% | $14,255-99.7% | $292-87.0% |