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 | $75,000 |
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 | $124,627 | $136,780-8.9% | $189,513-34.2% | $101,517+22.8% |
| Participation rate | 98.2% | 90.9%+7.3pp | 87.8%+10.4pp | 74.6%+23.7pp |
| Annual return | 17.34% | 37.00%-19.7pp | 555.15%-537.8pp | 21.00%-3.7pp |
| Employer contribution / active EE | $4,039 | $4,857-16.8% | $6,162-34.4% | $2,973+35.9% |
| Participant deferral / active EE | $7,660 | $7,572+1.2% | $8,221-6.8% | $4,873+57.2% |
| Admin fee / account holder | $10 | $64-84.4% | $12,045-99.9% | $139-92.8% |