Filed February 3, 2014
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 | $25,515 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,227 | $36,916+168.8% | $156,549-36.6% | $57,658+72.1% |
| Participation rate | 94.2% | 63.4%+30.8pp | 84.0%+10.2pp | 70.2%+24.0pp |
| Annual return | 18.25% | 12.38%+5.9pp | 32.23%-14.0pp | 5.13%+13.1pp |
| Employer contribution / active EE | $5,729 | $1,571+264.8% | $5,501+4.1% | $1,974+190.3% |
| Participant deferral / active EE | $12,542 | $1,926+551.3% | $4,871+157.5% | $3,061+309.8% |
| Admin fee / account holder | $29 | $82-64.8% | $13,027-99.8% | $95-69.3% |