Filed December 8, 2000
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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $1,086 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,966 | $58,264+365.1% | $86,612+212.9% | $71,457+279.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 21.26% | 21.63%-0.4pp | 591.07%-569.8pp | 28.85%-7.6pp |
| Employer contribution / active EE | $24,912 | $2,574+867.8% | $3,022+724.2% | $2,588+862.7% |
| Participant deferral / active EE | $8,017 | $3,436+133.3% | $4,438+80.7% | $4,289+86.9% |
| Admin fee / account holder | $11 | $1,057-98.9% | $5,614-99.8% | $1,587-99.3% |