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 | $2,850 |
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 | $138,555 | $121,341+14.2% | $189,513-26.9% | $79,386+74.5% |
| Participation rate | 87.4% | 86.1%+1.3pp | 87.8%-0.4pp | 70.7%+16.7pp |
| Annual return | 10.17% | 21.08%-10.9pp | 555.15%-545.0pp | 116.85%-106.7pp |
| Employer contribution / active EE | $2,286 | $3,915-41.6% | $6,162-62.9% | $2,427-5.8% |
| Participant deferral / active EE | $5,865 | $6,395-8.3% | $8,221-28.7% | $4,046+45.0% |
| Admin fee / account holder | $33 | $651-95.0% | $12,045-99.7% | $626-94.8% |