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 | $307,496 |
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 | $203,643 | $110,699+84.0% | $177,821+14.5% | $90,288+125.5% |
| Participation rate | 96.6% | 88.3%+8.3pp | 87.7%+8.9pp | 73.4%+23.3pp |
| Annual return | 21.52% | 22.79%-1.3pp | 48.32%-26.8pp | 53.97%-32.4pp |
| Employer contribution / active EE | $5,113 | $4,118+24.2% | $5,918-13.6% | $2,524+102.6% |
| Participant deferral / active EE | $7,960 | $6,731+18.3% | $7,714+3.2% | $4,232+88.1% |
| Admin fee / account holder | $64 | $90-28.7% | $12,427-99.5% | $114-43.7% |