Filed March 30, 1999
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 | $52,463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,168 | $55,347-50.9% | $120,354-77.4% | $199,593-86.4% |
| Participation rate | 54.6% | 52.9%+1.7pp | 71.9%-17.3pp | 72.0%-17.4pp |
| Annual return | 10.80% | 15.37%-4.6pp | 107.15%-96.4pp | 34.25%-23.5pp |
| Employer contribution / active EE | $353 | $1,296-72.8% | $3,463-89.8% | $3,034-88.4% |
| Participant deferral / active EE | $1,433 | $2,350-39.0% | $4,991-71.3% | $5,087-71.8% |
| Admin fee / account holder | $77 | $134-42.7% | $9,423-99.2% | $269-71.4% |