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 | $6,092 |
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 | $42,241 | $63,156-33.1% | $122,332-65.5% | $62,292-32.2% |
| Participation rate | 96.7% | 60.0%+36.7pp | 71.6%+25.1pp | 69.5%+27.2pp |
| Annual return | 20.30% | 20.61%-0.3pp | 30.27%-10.0pp | 28.90%-8.6pp |
| Employer contribution / active EE | $2,524 | $1,385+82.3% | $4,050-37.7% | $2,042+23.6% |
| Participant deferral / active EE | $3,195 | $2,321+37.7% | $3,287-2.8% | $3,169+0.8% |
| Admin fee / account holder | $30 | $440-93.1% | $5,478-99.4% | $479-93.7% |