Filed February 28, 1996
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 INVEST INST OPER CO., INC. Service code 27 · EIN 04-2647786 | Advisory (Plan) | $99,986 |
WINDHAM BRANNON3+ years Service code 10 · EIN 58-1763439 3630 PEACHTREE RD, NE, SUITE 600 · ATLANTA, GA 30326 | Accounting | $17,578 |
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 | $15,606 | $44,989-65.3% | $170,442-90.8% | $77,958-80.0% |
| Participation rate | 44.4% | 64.6%-20.2pp | 83.6%-39.2pp | 71.6%-27.3pp |
| Annual return | 14.90% | 19.61%-4.7pp | 205.93%-191.0pp | 20.87%-6.0pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,002 | $2,208-54.6% | $4,939-79.7% | $3,537-71.7% |
| Admin fee / account holder | $40 | $69-42.4% | $13,880-99.7% | $97-59.2% |