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 | $2,444 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,750 | $102,553+6.0% | $151,611-28.3% | $66,914+62.5% |
| Participation rate | 87.7% | 85.5%+2.2pp | 87.5%+0.2pp | 69.8%+17.9pp |
| Annual return | -16.19% | -10.82%-5.4pp | 3.33%-19.5pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,443 | $4,180-41.6% | $6,166-60.4% | $2,544-4.0% |
| Participant deferral / active EE | $6,213 | $6,641-6.4% | $8,363-25.7% | $4,237+46.7% |
| Admin fee / account holder | $14 | $630-97.7% | $11,616-99.9% | $593-97.6% |