Filed December 16, 1992
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 INVEST INSTIT OPERATIONS Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,960 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,130 | $38,969-15.0% | $109,313-69.7% | $55,167-39.9% |
| Participation rate | 98.0% | 58.2%+39.8pp | 71.3%+26.7pp | 69.0%+29.0pp |
| Annual return | 7.27% | 8.26%-1.0pp | 22.07%-14.8pp | 169.23%-162.0pp |
| Employer contribution / active EE | $2,392 | $1,227+95.0% | $3,892-38.5% | $1,963+21.9% |
| Participant deferral / active EE | $3,010 | $2,176+38.4% | $3,166-4.9% | $3,054-1.4% |
| Admin fee / account holder | $30 | $501-94.0% | $5,666-99.5% | $504-94.0% |