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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 19 P.O. BOX 770002 · CINCINNATI, OH 452778009 | Securities Custodian | $36,527 |
NYHART10+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $70 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,400 | $129,021+32.8% | $184,203-7.0% | $77,643+120.8% |
| Participation rate | 97.6% | 87.3%+10.3pp | 86.8%+10.8pp | 70.6%+27.0pp |
| Annual return | 12.41% | 33.27%-20.9pp | 28.81%-16.4pp | 31.24%-18.8pp |
| Employer contribution / active EE | $4,261 | $4,413-3.4% | $6,427-33.7% | $2,726+56.3% |
| Participant deferral / active EE | $4,952 | $7,297-32.1% | $9,131-45.8% | $4,647+6.6% |
| Admin fee / account holder | $10 | $254-96.0% | $13,901-99.9% | $430-97.6% |