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 | $6,460 |
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 | $40,365 | $44,221-8.7% | $121,196-66.7% | $56,287-28.3% |
| Participation rate | 97.9% | 61.1%+36.9pp | 71.7%+26.2pp | 69.9%+28.1pp |
| Annual return | -5.84% | -3.58%-2.3pp | 16.93%-22.8pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,658 | $1,480+79.6% | $4,022-33.9% | $2,111+25.9% |
| Participant deferral / active EE | $3,723 | $2,521+47.7% | $3,344+11.3% | $3,350+11.1% |
| Admin fee / account holder | $32 | $480-93.3% | $5,019-99.4% | $521-93.9% |