Filed February 1, 1999 (most recent of 2 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 3-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 INV. INST. OPER. CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $820,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $254,344 | $83,458+204.8% | $123,104+106.6% | $67,505+276.8% |
| Participation rate | 98.3% | 84.5%+13.8pp | 86.8%+11.5pp | 71.2%+27.1pp |
| Annual return | 7.38% | 1.29%+6.1pp | 13.22%-5.8pp | 6.52%+0.9pp |
| Employer contribution / active EE | $4,168 | $3,087+35.0% | $5,151-19.1% | $2,173+91.8% |
| Participant deferral / active EE | $8,831 | $5,379+64.2% | $6,230+41.8% | $3,597+145.5% |
| Admin fee / account holder | $81 | $60+35.2% | $9,015-99.1% | $56+43.8% |