Filed June 11, 1992
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 | $4,744 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,368 | $78,485+15.1% | $106,213-14.9% | $74,495+21.3% |
| Participation rate | 98.0% | 72.8%+25.2pp | 75.3%+22.7pp | 67.2%+30.8pp |
| Annual return | 17.06% | 15.95%+1.1pp | 116.14%-99.1pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $3,106 | $2,523+23.1% | $3,171-2.1% | $2,623+18.4% |
| Participant deferral / active EE | $5,431 | $4,322+25.6% | $5,016+8.3% | $4,346+25.0% |
| Admin fee / account holder | $19 | $2,232-99.1% | $11,033-99.8% | $1,942-99.0% |