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 | $98,727-6.6% | $113,168-18.5% | $85,563+7.8% |
| Participation rate | 97.4% | 80.8%+16.5pp | 76.6%+20.8pp | 66.0%+31.4pp |
| Annual return | 17.16% | 17.43%-0.3pp | 24.27%-7.1pp | 31.51%-14.3pp |
| Employer contribution / active EE | $3,121 | $2,907+7.4% | $2,975+4.9% | $2,654+17.6% |
| Participant deferral / active EE | $6,162 | $5,424+13.6% | $5,107+20.7% | $4,375+40.8% |
| Admin fee / account holder | $118 | $357-67.0% | $12,068-99.0% | $834-85.9% |