Filed March 11, 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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $133,989 |
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 | $48,520 | $81,321-40.3% | $68,509-29.2% | $59,188-18.0% |
| Participation rate | 92.1% | 83.8%+8.3pp | 74.7%+17.4pp | 69.4%+22.7pp |
| Annual return | 0.07% | 4.65%-4.6pp | 8.27%-8.2pp | 5.51%-5.4pp |
| Employer contribution / active EE | $2,279 | $3,297-30.9% | $2,278+0.1% | $2,098+8.6% |
| Participant deferral / active EE | $3,633 | $4,592-20.9% | $3,382+7.4% | $3,265+11.3% |
| Admin fee / account holder | $78 | $62+27.1% | $5,275-98.5% | $92-14.9% |