Filed December 23, 1992
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 Filed as: FIDELITY INVST INSTNL OPRTN CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | $4,260,119 |
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 | $117,887 | $142,480-17.3% | $145,433-18.9% | $142,480-17.3% |
| Participation rate | 96.9% | 76.2%+20.7pp | 82.1%+14.8pp | 76.2%+20.7pp |
| Annual return | 16.22% | 16.32%-0.1pp | 66.58%-50.4pp | 16.32%-0.1pp |
| Employer contribution / active EE | $3,650 | $3,867-5.6% | $4,554-19.9% | $3,867-5.6% |
| Participant deferral / active EE | $8,055 | $6,807+18.3% | $7,897+2.0% | $6,807+18.3% |
| Admin fee / account holder | $17 | $307-94.6% | $13,129-99.9% | $307-94.6% |