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 | $4,875 |
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 | $63,288 | $88,515-28.5% | $162,163-61.0% | $67,579-6.3% |
| Participation rate | 94.8% | 86.8%+8.0pp | 87.6%+7.3pp | 71.3%+23.6pp |
| Annual return | 25.00% | 27.04%-2.0pp | 115.59%-90.6pp | 378.56%-353.6pp |
| Employer contribution / active EE | $6,861 | $3,563+92.6% | $5,614+22.2% | $2,148+219.5% |
| Participant deferral / active EE | $3,895 | $5,724-31.9% | $7,298-46.6% | $3,539+10.1% |
| Admin fee / account holder | $11 | $124-91.1% | $10,843-99.9% | $142-92.3% |