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 Filed as: FIDELITY INVESTMENTS INST OPS 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 | $133,215 | $58,234+128.8% | $81,783+62.9% | $80,874+64.7% |
| Participation rate | 94.4% | 63.4%+30.9pp | 72.4%+22.0pp | 67.6%+26.7pp |
| Annual return | 16.65% | 41.70%-25.1pp | 775.05%-758.4pp | 35.62%-19.0pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,108 | $3,283+299.3% | $4,320+203.4% | $4,297+205.1% |
| Admin fee / account holder | $20 | $4,982-99.6% | $7,380-99.7% | $6,935-99.7% |