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 | $290,000 |
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 | $116,747 | $129,756-10.0% | $169,993-31.3% | $103,482+12.8% |
| Participation rate | 99.3% | 91.3%+8.1pp | 87.0%+12.3pp | 73.3%+26.1pp |
| Annual return | 19.79% | 20.17%-0.4pp | 53.37%-33.6pp | 33.11%-13.3pp |
| Employer contribution / active EE | $7,986 | $5,236+52.5% | $6,785+17.7% | $3,208+148.9% |
| Participant deferral / active EE | $8,824 | $8,283+6.5% | $10,408-15.2% | $5,207+69.5% |
| Admin fee / account holder | $37 | $73-49.5% | $12,815-99.7% | $114-67.8% |