Filed May 28, 1998
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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $128,767 |
Form 5500 reported that benefits due were not provided when due.
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 | $127,725 | $98,727+29.4% | $113,168+12.9% | $85,563+49.3% |
| Participation rate | 98.0% | 80.8%+17.2pp | 76.6%+21.4pp | 66.0%+32.0pp |
| Annual return | 16.63% | 17.43%-0.8pp | 24.27%-7.6pp | 31.51%-14.9pp |
| Employer contribution / active EE | $6,019 | $2,907+107.1% | $2,975+102.3% | $2,654+126.8% |
| Participant deferral / active EE | $11,328 | $5,424+108.8% | $5,107+121.8% | $4,375+158.9% |
| Admin fee / account holder | $80 | $357-77.5% | $12,068-99.3% | $834-90.4% |