Filed August 16, 1
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 INV INST OPERATIONS CO,INC Service code 37 · EIN 04-2647786 100 CROSBY PARKWAY, KC1G · COVINGTON, KY 41015 | Loan Processing | $5,625 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,056 | $80,005-31.2% | $140,016-60.7% | $55,725-1.2% |
| Participation rate | 93.0% | 87.0%+6.0pp | 87.5%+5.5pp | 70.9%+22.2pp |
| Annual return | 5.73% | 0.46%+5.3pp | 651.12%-645.4pp | 244.93%-239.2pp |
| Employer contribution / active EE | $5,380 | $3,403+58.1% | $5,606-4.0% | $2,078+158.9% |
| Participant deferral / active EE | $2,787 | $5,264-47.1% | $6,927-59.8% | $3,356-16.9% |
| Admin fee / account holder | $15 | $116-87.4% | $10,705-99.9% | $115-87.3% |