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 | $267,341 |
BAKER & HOSTETLER LLP1 year Service code 29 · EIN 34-0082025 | Legal | $13,440 |
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 | $168,683 | $139,268+21.1% | $177,821-5.1% | $106,222+58.8% |
| Participation rate | 81.6% | 91.6%-10.0pp | 87.7%-6.1pp | 70.8%+10.8pp |
| Annual return | 22.83% | 17.20%+5.6pp | 48.32%-25.5pp | 21.69%+1.1pp |
| Employer contribution / active EE | $3,069 | $4,832-36.5% | $5,918-48.1% | $2,723+12.7% |
| Participant deferral / active EE | $5,166 | $7,227-28.5% | $7,714-33.0% | $4,600+12.3% |
| Admin fee / account holder | $6 | $97-93.6% | $12,427-100.0% | $78-92.1% |