Filed September 27, 1995
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 64 · EIN 04-2647786 | Recordkeeping Fees | $2,720 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,199 | $60,261+58.0% | $81,783+16.4% | $74,546+27.7% |
| Participation rate | 92.6% | 62.9%+29.7pp | 72.4%+20.2pp | 67.2%+25.4pp |
| Annual return | 16.24% | 16.88%-0.6pp | 775.05%-758.8pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $7,767 | $2,622+196.3% | $2,913+166.7% | $2,624+196.0% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,320-100.0% | $4,347-100.0% |
| Admin fee / account holder | $17 | $1,482-98.8% | $7,380-99.8% | $1,944-99.1% |