Filed December 12, 2014 (most recent of 2 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 INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $35,043 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $363,919 | $46,423+683.9% | $75,886+379.6% | $67,579+438.5% |
| Participation rate | 99.2% | 63.1%+36.2pp | 69.3%+29.9pp | 71.3%+27.9pp |
| Annual return | 20.89% | 32.29%-11.4pp | 30.76%-9.9pp | 378.56%-357.7pp |
| Employer contribution / active EE | $9,130 | $1,406+549.2% | $2,500+265.2% | $2,148+325.1% |
| Participant deferral / active EE | $19,276 | $2,564+651.7% | $3,603+435.0% | $3,539+444.6% |
| Admin fee / account holder | $103 | $132-21.6% | $5,418-98.1% | $142-27.4% |