Filed October 31, 1995 (most recent of 3 filings on file)
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 INVESTMENTS INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | $208,862 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,393 | $122,693+82.1% | $184,203+21.3% | $199,593+11.9% |
| Participation rate | 96.8% | 86.8%+10.0pp | 86.8%+10.0pp | 72.0%+24.8pp |
| Annual return | 17.67% | 143.91%-126.2pp | 28.81%-11.1pp | 34.25%-16.6pp |
| Employer contribution / active EE | $7,181 | $4,584+56.6% | $6,427+11.7% | $3,034+136.7% |
| Participant deferral / active EE | $8,336 | $7,990+4.3% | $9,131-8.7% | $5,087+63.9% |
| Admin fee / account holder | $38 | $121-68.2% | $13,901-99.7% | $269-85.7% |