Filed April 24, 1995 (most recent of 3 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 64 · EIN 04-2647786 | Recordkeeping Fees | $71,533 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,269 | $110,282+6.3% | $102,438+14.5% | $199,768-41.3% |
| Participation rate | 95.9% | 86.3%+9.7pp | 76.5%+19.5pp | 72.0%+23.9pp |
| Annual return | 12.80% | 35.75%-22.9pp | 29.37%-16.6pp | 34.26%-21.5pp |
| Employer contribution / active EE | $3,644 | $3,603+1.1% | $3,024+20.5% | $3,037+20.0% |
| Participant deferral / active EE | $6,213 | $6,376-2.6% | $5,054+22.9% | $5,090+22.1% |
| Admin fee / account holder | $51 | $122-58.1% | $9,448-99.5% | $269-81.0% |