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 |
|---|---|---|
Filed as: FIDELITY INVST INSTNL OPRTN CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | $6,620,167 |
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 | $66,220 | $80,506-17.7% | $136,294-51.4% | $80,976-18.2% |
| Participation rate | 94.3% | 61.9%+32.4pp | 81.9%+12.4pp | 68.3%+26.0pp |
| Annual return | 19.49% | 27.70%-8.2pp | 5155.94%-5136.4pp | 22.91%-3.4pp |
| Employer contribution / active EE | $2,445 | $1,943+25.8% | $4,695-47.9% | $2,402+1.8% |
| Participant deferral / active EE | $5,294 | $4,601+15.1% | $6,247-15.3% | $3,848+37.6% |
| Admin fee / account holder | $39 | $72-45.3% | $9,243-99.6% | $67-41.8% |