Filed March 24, 2006 (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. OPS. CO Service code 37 · EIN 04-2647786 | Loan Processing | $474,931 |
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 | $116,657 | $102,389+13.9% | $100,516+16.1% | $90,288+29.2% |
| Participation rate | 95.7% | 84.0%+11.6pp | 79.4%+16.3pp | 73.4%+22.3pp |
| Annual return | 16.70% | 22.50%-5.8pp | 30.89%-14.2pp | 53.97%-37.3pp |
| Employer contribution / active EE | $2,761 | $3,056-9.7% | $3,418-19.2% | $2,524+9.4% |
| Participant deferral / active EE | $8,895 | $7,514+18.4% | $6,270+41.9% | $4,232+110.2% |
| Admin fee / account holder | $94 | $83+13.4% | $8,081-98.8% | $114-17.2% |