Filed November 26, 1997 (most recent of 3 filings on file)
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 | $286,410 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,463 | $121,719-41.3% | $154,803-53.8% | $140,769-49.2% |
| Participation rate | 74.9% | 76.3%-1.4pp | 78.1%-3.2pp | 74.2%+0.7pp |
| Annual return | 17.98% | 19.22%-1.2pp | 58.88%-40.9pp | 16.82%+1.2pp |
| Employer contribution / active EE | $4,637 | $2,466+88.0% | $4,305+7.7% | $3,906+18.7% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $5,540-100.0% | $6,717-100.0% |
| Admin fee / account holder | $20 | $71-72.3% | $14,329-99.9% | $229-91.5% |