Filed September 5, 1997
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 37 · EIN 04-2647786 | Loan Processing | $174,709 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,061 | $159,391-20.9% | $102,438+23.1% | $99,061+27.3% |
| Participation rate | 95.4% | 88.6%+6.8pp | 76.5%+18.9pp | 71.6%+23.8pp |
| Annual return | 15.31% | 19.03%-3.7pp | 29.37%-14.1pp | 17.66%-2.3pp |
| Employer contribution / active EE | $4,117 | $4,207-2.1% | $3,024+36.2% | $3,261+26.3% |
| Participant deferral / active EE | $5,882 | $7,498-21.6% | $5,054+16.4% | $5,331+10.3% |
| Admin fee / account holder | $28 | $159-82.7% | $9,448-99.7% | $109-74.7% |