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 | $24,446 |
Filed as: FIDELTIY INVST INSTNL OPRTN CO, INC Service code 60 | Sub-TA Fees | $0 |
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 | $110,887 | $46,173+140.2% | $170,442-34.9% | $69,631+59.2% |
| Participation rate | 94.1% | 63.9%+30.2pp | 83.6%+10.5pp | 70.7%+23.4pp |
| Annual return | 22.20% | 21.62%+0.6pp | 205.93%-183.7pp | 27571.02%-27548.8pp |
| Employer contribution / active EE | $5,697 | $1,610+253.9% | $5,433+4.9% | $2,032+180.3% |
| Participant deferral / active EE | $12,057 | $2,080+479.6% | $4,939+144.1% | $3,224+274.0% |
| Admin fee / account holder | $24 | $116-79.5% | $13,880-99.8% | $110-78.5% |