Filed November 2, 1995
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 INV INST OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | -$517,809 |
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 | $136,678 | $112,134+21.9% | $149,718-8.7% | $80,976+68.8% |
| Participation rate | 82.8% | 87.3%-4.4pp | 87.1%-4.2pp | 68.3%+14.6pp |
| Annual return | 29.52% | 17.23%+12.3pp | 1501.63%-1472.1pp | 22.91%+6.6pp |
| Employer contribution / active EE | $2,797 | $3,991-29.9% | $5,445-48.6% | $2,402+16.4% |
| Participant deferral / active EE | $4,406 | $6,036-27.0% | $6,569-32.9% | $3,848+14.5% |
| Admin fee / account holder | -$19 | $109-117.0% | $11,283-100.2% | $67-127.5% |