Filed July 26, 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 Service code 37 · EIN 04-2647786 | Loan Processing | $1,901 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,700 | $60,323+131.6% | $81,812+70.8% | $74,495+87.5% |
| Participation rate | 89.0% | 62.9%+26.2pp | 72.3%+16.7pp | 67.2%+21.8pp |
| Annual return | 13.54% | 16.90%-3.4pp | 773.79%-760.3pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,201 | $2,620-16.0% | $2,912-24.4% | $2,623-16.1% |
| Participant deferral / active EE | $10,508 | $3,387+210.2% | $4,319+143.3% | $4,346+141.8% |
| Admin fee / account holder | $8 | $1,486-99.5% | $7,386-99.9% | $1,942-99.6% |