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) | $24,712 |
Filed as: FIDELITY INVESTMENT CONSULTING GROU Service code 37 · EIN 04-2647786 | Loan Processing | -$2,078 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,221 | $60,323+117.5% | $81,812+60.4% | $74,495+76.1% |
| Participation rate | 74.2% | 62.9%+11.4pp | 72.3%+1.9pp | 67.2%+7.0pp |
| Annual return | 13.26% | 16.90%-3.6pp | 773.79%-760.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $4,122 | $2,620+57.3% | $2,912+41.5% | $2,623+57.2% |
| Participant deferral / active EE | $5,024 | $3,387+48.3% | $4,319+16.3% | $4,346+15.6% |
| Admin fee / account holder | $110 | $1,486-92.6% | $7,386-98.5% | $1,942-94.3% |