Filed December 16, 1992
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 Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,158 | $47,456+130.0% | $172,739-36.8% | $77,787+40.3% |
| Participation rate | 30.9% | 66.3%-35.4pp | 82.6%-51.8pp | 73.2%-42.3pp |
| Annual return | 21.91% | 35.57%-13.7pp | 802.84%-780.9pp | 32.57%-10.7pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,081 | $2,560-18.7% | $5,198-60.0% | $3,967-47.5% |
| Admin fee / account holder | $7 | $81-91.4% | $13,954-100.0% | $100-93.1% |