Filed October 9, 1998 (most recent of 2 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $48,768 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,438 | $58,778+101.5% | $129,207-8.3% | $77,643+52.5% |
| Participation rate | 77.7% | 59.2%+18.4pp | 69.6%+8.1pp | 70.6%+7.1pp |
| Annual return | 20.43% | 24.73%-4.3pp | 9417.33%-9396.9pp | 31.24%-10.8pp |
| Employer contribution / active EE | $2,752 | $1,952+41.0% | $4,153-33.7% | $2,726+1.0% |
| Participant deferral / active EE | $4,850 | $3,212+51.0% | $4,168+16.4% | $4,647+4.4% |
| Admin fee / account holder | $101 | $589-82.9% | $7,715-98.7% | $430-76.6% |