Filed December 21, 1994
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 60 · EIN 04-2647786 | Sub-TA Fees | $2,612 |
Annual investment return 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 | $154,943 | $129,021+20.1% | $184,203-15.9% | $77,643+99.6% |
| Participation rate | 94.0% | 87.3%+6.7pp | 86.8%+7.2pp | 70.6%+23.4pp |
| Annual return | 12.82% | 33.27%-20.5pp | 28.81%-16.0pp | 31.24%-18.4pp |
| Employer contribution / active EE | $3,609 | $4,413-18.2% | $6,427-43.8% | $2,726+32.4% |
| Participant deferral / active EE | $5,380 | $7,297-26.3% | $9,131-41.1% | $4,647+15.8% |
| Admin fee / account holder | $3 | $254-98.7% | $13,901-100.0% | $430-99.2% |