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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,163 |
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 | $409,006 | $102,204+300.2% | $145,661+180.8% | $85,563+378.0% |
| Participation rate | 98.0% | 70.6%+27.4pp | 77.2%+20.8pp | 66.0%+32.0pp |
| Annual return | 15.36% | 16.68%-1.3pp | 101.46%-86.1pp | 31.51%-16.1pp |
| Employer contribution / active EE | $13,863 | $3,600+285.0% | $4,238+227.1% | $2,654+422.4% |
| Participant deferral / active EE | $15,353 | $5,729+168.0% | $7,198+113.3% | $4,375+250.9% |
| Admin fee / account holder | $12 | $647-98.1% | $12,466-99.9% | $834-98.6% |