Filed February 4, 2015
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 | -$63,163 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,713 | $57,096+165.7% | $94,224+61.0% | $55,191+174.9% |
| Participation rate | 93.8% | 75.7%+18.1pp | 78.8%+15.0pp | 69.2%+24.6pp |
| Annual return | 1.44% | 159.65%-158.2pp | 10.68%-9.2pp | 10.78%-9.3pp |
| Employer contribution / active EE | $4,546 | $1,708+166.2% | $3,587+26.8% | $1,899+139.4% |
| Participant deferral / active EE | $9,382 | $3,165+196.4% | $4,320+117.2% | $3,046+208.0% |
| Admin fee / account holder | -$76 | $89-185.6% | $6,269-101.2% | $91-184.1% |