Filed November 26, 1997 (most recent of 3 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,844,270 |
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 | $102,758 | $73,283+40.2% | $155,509-33.9% | $106,382-3.4% |
| Participation rate | 92.6% | 73.3%+19.4pp | 78.2%+14.5pp | 69.9%+22.8pp |
| Annual return | 14.66% | 15.77%-1.1pp | 64.67%-50.0pp | 17.37%-2.7pp |
| Employer contribution / active EE | $653 | $2,247-70.9% | $4,672-86.0% | $3,364-80.6% |
| Participant deferral / active EE | $9,777 | $4,580+113.5% | $5,626+73.8% | $5,569+75.6% |
| Admin fee / account holder | $25 | $56-55.7% | $15,912-99.8% | $79-68.7% |