Filed March 14, 1
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 | $8,589 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,775 | $122,239+71.6% | $184,203+13.9% | $74,495+181.6% |
| Participation rate | 89.7% | 85.5%+4.3pp | 86.8%+2.9pp | 67.2%+22.5pp |
| Annual return | 17.05% | 19.95%-2.9pp | 28.81%-11.8pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $6,512 | $4,537+43.5% | $6,427+1.3% | $2,623+148.3% |
| Participant deferral / active EE | $4,500 | $7,139-37.0% | $9,131-50.7% | $4,346+3.5% |
| Admin fee / account holder | $41 | $1,260-96.7% | $13,901-99.7% | $1,942-97.9% |