Filed December 15, 1992
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 |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $17,777 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $15,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,188 | $53,053-14.8% | $126,539-64.3% | $74,304-39.2% |
| Participation rate | 75.5% | 48.0%+27.4pp | 69.8%+5.7pp | 60.3%+15.1pp |
| Annual return | 15.39% | 29.46%-14.1pp | 425.95%-410.6pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,273 | $1,168+9.0% | $3,674-65.4% | $2,241-43.2% |
| Participant deferral / active EE | $2,777 | $2,303+20.6% | $4,083-32.0% | $3,767-26.3% |
| Admin fee / account holder | $215 | $3,698-94.2% | $6,065-96.5% | $2,969-92.8% |