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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,973,036 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $116,513 | $121,719-4.3% | $154,803-24.7% | $140,769-17.2% |
| Participation rate | 99.7% | 76.3%+23.5pp | 78.1%+21.7pp | 74.2%+25.6pp |
| Annual return | 20.63% | 19.22%+1.4pp | 58.88%-38.2pp | 16.82%+3.8pp |
| Employer contribution / active EE | $740 | $2,466-70.0% | $4,305-82.8% | $3,906-81.1% |
| Participant deferral / active EE | $10,707 | $5,384+98.9% | $5,540+93.3% | $6,717+59.4% |
| Admin fee / account holder | $25 | $71-65.1% | $14,329-99.8% | $229-89.2% |