Filed December 29, 1994
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 INVESTMTS INST OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $3,400 |
Annual investment return 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 | $109,163 | $98,982+10.3% | $162,163-32.7% | $65,185+67.5% |
| Participation rate | 90.3% | 85.8%+4.5pp | 87.6%+2.7pp | 70.2%+20.1pp |
| Annual return | 18.11% | 24.84%-6.7pp | 115.59%-97.5pp | 29.38%-11.3pp |
| Employer contribution / active EE | $2,158 | $3,467-37.7% | $5,614-61.6% | $2,177-0.9% |
| Participant deferral / active EE | $5,850 | $5,384+8.6% | $7,298-19.8% | $3,514+66.5% |
| Admin fee / account holder | $36 | $596-94.0% | $10,843-99.7% | $847-95.8% |