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 | $432,100 |
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 | $137,798 | $108,617+26.9% | $108,410+27.1% | $93,030+48.1% |
| Participation rate | 95.1% | 83.1%+12.0pp | 80.1%+15.0pp | 73.9%+21.2pp |
| Annual return | 14.98% | 21.63%-6.7pp | 905.27%-890.3pp | 158.70%-143.7pp |
| Employer contribution / active EE | $2,559 | $3,249-21.3% | $3,558-28.1% | $2,706-5.4% |
| Participant deferral / active EE | $8,048 | $7,885+2.1% | $6,563+22.6% | $4,562+76.4% |
| Admin fee / account holder | $96 | $94+2.7% | $7,295-98.7% | $152-36.6% |