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 INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS INST OPS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,740 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,861 | $54,705+195.9% | $71,209+127.3% | $84,808+90.9% |
| Participation rate | 94.7% | 64.1%+30.6pp | 73.8%+20.9pp | 68.3%+26.4pp |
| Annual return | 23.70% | 35.90%-12.2pp | 282.51%-258.8pp | 40.90%-17.2pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,902 | $3,030+325.7% | $4,175+209.0% | $4,212+206.3% |
| Admin fee / account holder | $20 | $4,863-99.6% | $5,349-99.6% | $7,344-99.7% |