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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,595 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,424 | $43,423+41.5% | $78,689-21.9% | $55,167+11.3% |
| Participation rate | 86.1% | 68.0%+18.1pp | 73.6%+12.5pp | 69.0%+17.1pp |
| Annual return | 7.99% | 11.53%-3.5pp | 62.18%-54.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,409 | $2,509+155.5% | $3,517+82.2% | $3,054+109.8% |
| Admin fee / account holder | $21 | $416-95.0% | $4,510-99.5% | $504-95.8% |