Filed June 18, 1
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 INVESTMENTS INST. OP. CO. Service code 50 · EIN 04-2647786 | Direct Payment | $475 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,121 | $68,408+47.8% | $57,179+76.9% | $57,658+75.4% |
| Participation rate | 98.2% | 79.1%+19.0pp | 75.3%+22.8pp | 70.2%+27.9pp |
| Annual return | 7.14% | 8.51%-1.4pp | 14.59%-7.4pp | 5.13%+2.0pp |
| Employer contribution / active EE | $4,306 | $2,869+50.1% | $2,682+60.5% | $1,974+118.2% |
| Participant deferral / active EE | $3,978 | $2,903+37.0% | $3,096+28.5% | $3,061+30.0% |
| Admin fee / account holder | $0 | $70-99.4% | $3,139-100.0% | $95-99.6% |