Filed June 27, 2014 (most recent of 5 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 OPER CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $549,000 |
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 | $131,357 | $145,516-9.7% | $184,203-28.7% | $99,062+32.6% |
| Participation rate | 98.7% | 90.3%+8.4pp | 86.8%+11.8pp | 71.6%+27.1pp |
| Annual return | 15.39% | 21.23%-5.8pp | 28.81%-13.4pp | 17.66%-2.3pp |
| Employer contribution / active EE | $7,872 | $5,354+47.0% | $6,427+22.5% | $3,262+141.3% |
| Participant deferral / active EE | $9,254 | $8,423+9.9% | $9,131+1.3% | $5,331+73.6% |
| Admin fee / account holder | $67 | $78-13.3% | $13,901-99.5% | $109-38.2% |