Filed January 29, 1993
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,463 |
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 | $200,555 | $155,364+29.1% | $103,476+93.8% | $77,643+158.3% |
| Participation rate | 91.7% | 85.5%+6.2pp | 80.5%+11.2pp | 70.6%+21.1pp |
| Annual return | 19.28% | 19.02%+0.3pp | 23.90%-4.6pp | 31.24%-12.0pp |
| Employer contribution / active EE | $5,008 | $5,949-15.8% | $4,672+7.2% | $2,726+83.7% |
| Participant deferral / active EE | $6,431 | $8,482-24.2% | $6,623-2.9% | $4,647+38.4% |
| Admin fee / account holder | $23 | $503-95.4% | $9,413-99.8% | $430-94.7% |