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 | $3,294 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,115 | $136,307-10.4% | $177,821-31.3% | $73,488+66.2% |
| Participation rate | 89.5% | 86.1%+3.4pp | 87.7%+1.8pp | 70.7%+18.8pp |
| Annual return | 12.32% | 18.68%-6.4pp | 48.32%-36.0pp | 28.51%-16.2pp |
| Employer contribution / active EE | $2,286 | $3,712-38.4% | $5,918-61.4% | $2,270+0.7% |
| Participant deferral / active EE | $5,934 | $5,829+1.8% | $7,714-23.1% | $3,740+58.7% |
| Admin fee / account holder | $35 | $596-94.2% | $12,427-99.7% | $513-93.2% |