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 | $227,293 |
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 | $198,862 | $112,686+76.5% | $169,993+17.0% | $80,160+148.1% |
| Participation rate | 95.1% | 87.4%+7.7pp | 87.0%+8.1pp | 72.9%+22.2pp |
| Annual return | 21.27% | 67.04%-45.8pp | 53.37%-32.1pp | 40.38%-19.1pp |
| Employer contribution / active EE | $6,730 | $4,481+50.2% | $6,785-0.8% | $2,978+126.0% |
| Participant deferral / active EE | $7,852 | $7,876-0.3% | $10,408-24.6% | $5,017+56.5% |
| Admin fee / account holder | $44 | $99-56.0% | $12,815-99.7% | $145-69.9% |