Filed April 28, 1998
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 Service code 37 · EIN 04-2647786 | Loan Processing | $186,992 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $416,297 | $244,991+69.9% | $106,213+291.9% | $106,382+291.3% |
| Participation rate | 99.4% | 88.4%+11.0pp | 75.3%+24.1pp | 69.9%+29.5pp |
| Annual return | 8.40% | 13.48%-5.1pp | 116.14%-107.7pp | 17.37%-9.0pp |
| Employer contribution / active EE | $24,058 | $8,816+172.9% | $3,171+658.6% | $3,364+615.2% |
| Participant deferral / active EE | $21,956 | $11,442+91.9% | $5,016+337.7% | $5,569+294.3% |
| Admin fee / account holder | $8 | $88-91.1% | $11,033-99.9% | $79-90.1% |