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 INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,396 | $117,025-47.5% | $91,541-32.9% | $85,563-28.2% |
| Participation rate | 89.1% | 64.2%+24.9pp | 69.8%+19.3pp | 66.0%+23.1pp |
| Annual return | 22.70% | 18.02%+4.7pp | 20.50%+2.2pp | 31.51%-8.8pp |
| Employer contribution / active EE | $1,884 | $2,120-11.2% | $2,505-24.8% | $2,654-29.0% |
| Participant deferral / active EE | $3,895 | $3,446+13.0% | $4,008-2.8% | $4,375-11.0% |
| Admin fee / account holder | $0 | $1,242-100.0% | $6,956-100.0% | $834-100.0% |