Filed December 28, 1
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 37 · EIN 04-2647786 | Loan Processing | $11,306 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,354 | $89,588+291.1% | $136,007+157.6% | $77,643+351.2% |
| Participation rate | 98.6% | 74.3%+24.3pp | 76.5%+22.1pp | 70.6%+28.0pp |
| Annual return | 13.42% | 17.42%-4.0pp | 579.32%-565.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $13,987 | $3,491+300.7% | $4,217+231.7% | $2,726+413.1% |
| Participant deferral / active EE | $15,595 | $5,591+178.9% | $7,025+122.0% | $4,647+235.6% |
| Admin fee / account holder | $11 | $539-97.9% | $6,858-99.8% | $430-97.3% |