Filed December 30, 1997
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 | $2,731 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,685 | $49,915-42.5% | $154,803-81.5% | $74,304-61.4% |
| Participation rate | 98.5% | 54.0%+44.6pp | 78.1%+20.5pp | 60.3%+38.2pp |
| Annual return | 9.65% | 34.06%-24.4pp | 58.88%-49.2pp | 29.43%-19.8pp |
| Employer contribution / active EE | $1,121 | $1,611-30.4% | $4,305-74.0% | $2,241-50.0% |
| Participant deferral / active EE | $2,440 | $2,255+8.2% | $5,540-56.0% | $3,767-35.2% |
| Admin fee / account holder | $17 | $2,189-99.2% | $14,329-99.9% | $2,969-99.4% |