Filed November 27, 1995
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 | -$455,215 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,427 | $241,101-41.8% | $103,333+35.9% | $199,593-29.6% |
| Participation rate | 74.5% | 78.3%-3.8pp | 74.5%0pp | 72.0%+2.5pp |
| Annual return | 14.92% | 17.80%-2.9pp | 24.88%-10.0pp | 34.25%-19.3pp |
| Employer contribution / active EE | $3,857 | $4,244-9.1% | $3,868-0.3% | $3,034+27.1% |
| Participant deferral / active EE | $8,550 | $3,958+116.0% | $5,057+69.1% | $5,087+68.1% |
| Admin fee / account holder | -$163 | $288-156.7% | $8,355-102.0% | $269-160.7% |