Filed October 29, 1999
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 INVESTMENTS Service code 19 P.O. BOX 770002 · CINCINNATI, OH 452778009 | Securities Custodian | $32,819 |
NYHART9+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $8,411 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,058 | $100,227+52.7% | $169,993-10.0% | $74,419+105.7% |
| Participation rate | 97.1% | 87.3%+9.8pp | 87.0%+10.1pp | 70.7%+26.4pp |
| Annual return | 16.30% | 66.08%-49.8pp | 53.37%-37.1pp | 34.38%-18.1pp |
| Employer contribution / active EE | $4,810 | $4,263+12.8% | $6,785-29.1% | $2,637+82.4% |
| Participant deferral / active EE | $4,690 | $7,143-34.3% | $10,408-54.9% | $4,528+3.6% |
| Admin fee / account holder | $20 | $234-91.5% | $12,815-99.8% | $348-94.3% |