Filed January 30, 2006 (most recent of 6 filings on file)
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. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $40,305 |
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 | $72,065 | $54,392+32.5% | $84,750-15.0% | $63,975+12.6% |
| Participation rate | 81.9% | 76.9%+5.0pp | 76.6%+5.3pp | 71.1%+10.8pp |
| Annual return | 7.79% | 611.38%-603.6pp | 22.78%-15.0pp | 48.65%-40.9pp |
| Employer contribution / active EE | $2,953 | $2,943+0.3% | $3,574-17.4% | $2,182+35.3% |
| Participant deferral / active EE | $6,256 | $2,593+141.3% | $3,712+68.5% | $3,356+86.4% |
| Admin fee / account holder | $5 | $136-96.1% | $5,332-99.9% | $70-92.5% |