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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,061 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,582 | $56,317+172.7% | $71,209+115.7% | $74,304+106.7% |
| Participation rate | 91.1% | 55.1%+35.9pp | 73.8%+17.3pp | 60.3%+30.7pp |
| Annual return | 15.07% | 42.83%-27.8pp | 282.51%-267.4pp | 29.43%-14.4pp |
| Employer contribution / active EE | $2,304 | $2,160+6.6% | $2,721-15.3% | $2,241+2.8% |
| Participant deferral / active EE | $11,063 | $2,788+296.8% | $4,175+165.0% | $3,767+193.7% |
| Admin fee / account holder | $8 | $2,290-99.6% | $5,349-99.8% | $2,969-99.7% |