Filed December 3, 1999 (most recent of 6 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 |
|---|---|---|
Service code 27 · EIN 39-1859759 | Advisory (Plan) | $25,000 |
Filed as: FIDELITY INVESTMENT CONSULTING GROU Service code 37 · EIN 04-2647786 | Loan Processing | -$7,393 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,052 | $58,264+106.1% | $86,612+38.6% | $71,457+68.0% |
| Participation rate | 74.8% | 65.0%+9.8pp | 71.7%+3.1pp | 67.9%+6.9pp |
| Annual return | 18.26% | 21.63%-3.4pp | 591.07%-572.8pp | 28.85%-10.6pp |
| Employer contribution / active EE | $3,926 | $2,574+52.5% | $3,022+29.9% | $2,588+51.7% |
| Participant deferral / active EE | $5,022 | $3,436+46.2% | $4,438+13.2% | $4,289+17.1% |
| Admin fee / account holder | $95 | $1,057-91.0% | $5,614-98.3% | $1,587-94.0% |