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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $589,892 |
BAKER & HOSTETLER LLP5 years Service code 29 · EIN 34-0082025 | Legal | $93,040 |
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 | $163,836 | $152,104+7.7% | $184,203-11.1% | $106,382+54.0% |
| Participation rate | 94.5% | 85.9%+8.6pp | 86.8%+7.7pp | 69.9%+24.6pp |
| Annual return | 26.74% | 20.70%+6.0pp | 28.81%-2.1pp | 17.37%+9.4pp |
| Employer contribution / active EE | $3,456 | $5,326-35.1% | $6,427-46.2% | $3,364+2.8% |
| Participant deferral / active EE | $5,877 | $8,559-31.3% | $9,131-35.6% | $5,569+5.5% |
| Admin fee / account holder | $9 | $103-91.2% | $13,901-99.9% | $79-88.7% |