Filed April 26, 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 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,955 | $66,457-24.8% | $81,382-38.6% | $77,643-35.7% |
| Participation rate | 85.1% | 68.7%+16.3pp | 69.5%+15.6pp | 70.6%+14.5pp |
| Annual return | 17.10% | 15.93%+1.2pp | 24.73%-7.6pp | 31.24%-14.1pp |
| Employer contribution / active EE | $1,682 | $2,159-22.1% | $2,463-31.7% | $2,726-38.3% |
| Participant deferral / active EE | $3,538 | $3,679-3.8% | $3,883-8.9% | $4,647-23.9% |
| Admin fee / account holder | $0 | $583-100.0% | $5,768-100.0% | $430-100.0% |