Filed July 11, 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 | $72,565 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,211 | $103,024-10.5% | $112,040-17.7% | $79,634+15.8% |
| Participation rate | 97.4% | 80.6%+16.8pp | 76.5%+20.9pp | 62.5%+34.9pp |
| Annual return | 17.16% | 17.60%-0.4pp | 24.52%-7.4pp | 36.46%-19.3pp |
| Employer contribution / active EE | $3,121 | $3,015+3.5% | $2,954+5.7% | $2,529+23.4% |
| Participant deferral / active EE | $6,162 | $5,233+17.8% | $5,098+20.9% | $3,835+60.7% |
| Admin fee / account holder | $118 | $465-74.7% | $12,098-99.0% | $1,002-88.2% |