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) | $222,956 |
WINDHAM BRANNON6+ years Service code 10 · EIN 58-1763439 3630 PEACHTREE RD, NE, SUITE 600 · ATLANTA, GA 30326 | Accounting | $17,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,009 | $56,095-73.2% | $178,490-91.6% | $90,288-83.4% |
| Participation rate | 58.3% | 65.6%-7.3pp | 81.9%-23.6pp | 73.4%-15.1pp |
| Annual return | 12.94% | 28.81%-15.9pp | 151.07%-138.1pp | 53.97%-41.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,263 | $2,669-52.7% | $5,202-75.7% | $4,232-70.1% |
| Admin fee / account holder | $60 | $101-40.8% | $13,984-99.6% | $114-47.8% |