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 | $761,466 |
BAKER & HOSTETLER LLP3 years Service code 29 · EIN 34-0082025 | Legal | $29,217 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $126,209 | $118,441+6.6% | $151,611-16.8% | $89,394+41.2% |
| Participation rate | 94.7% | 88.0%+6.8pp | 87.5%+7.2pp | 71.3%+23.4pp |
| Annual return | -4.78% | -9.10%+4.3pp | 3.33%-8.1pp | -11.89%+7.1pp |
| Employer contribution / active EE | $3,284 | $4,770-31.2% | $6,166-46.7% | $3,022+8.7% |
| Participant deferral / active EE | $5,499 | $7,648-28.1% | $8,363-34.3% | $5,123+7.3% |
| Admin fee / account holder | $13 | $90-85.8% | $11,616-99.9% | $79-84.0% |