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 | $363,756 |
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 | $137,464 | $82,546+66.5% | $140,016-1.8% | $75,289+82.6% |
| Participation rate | 96.4% | 88.4%+8.0pp | 87.5%+8.9pp | 72.4%+24.0pp |
| Annual return | -4.58% | -0.36%-4.2pp | 651.12%-655.7pp | -0.04%-4.5pp |
| Employer contribution / active EE | $4,962 | $3,856+28.7% | $5,606-11.5% | $2,405+106.3% |
| Participant deferral / active EE | $7,251 | $5,731+26.5% | $6,927+4.7% | $3,739+94.0% |
| Admin fee / account holder | $73 | $86-14.3% | $10,705-99.3% | $102-28.2% |