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 | $80,000 |
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 | $98,039 | $119,153-17.7% | $151,611-35.3% | $78,044+25.6% |
| Participation rate | 98.6% | 92.5%+6.1pp | 87.5%+11.1pp | 74.4%+24.1pp |
| Annual return | -16.12% | -10.83%-5.3pp | 3.33%-19.5pp | 10.87%-27.0pp |
| Employer contribution / active EE | $4,065 | $5,298-23.3% | $6,166-34.1% | $3,125+30.1% |
| Participant deferral / active EE | $7,764 | $8,624-10.0% | $8,363-7.2% | $5,084+52.7% |
| Admin fee / account holder | $10 | $69-84.9% | $11,616-99.9% | $79-86.9% |