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 | $80,478 |
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 | $52,867 | $57,610-8.2% | $154,803-65.8% | $102,872-48.6% |
| Participation rate | 97.9% | 59.5%+38.5pp | 78.1%+19.9pp | 73.0%+24.9pp |
| Annual return | 15.62% | 30.49%-14.9pp | 58.88%-43.3pp | 19.06%-3.4pp |
| Employer contribution / active EE | $53 | $1,883-97.2% | $4,305-98.8% | $3,526-98.5% |
| Participant deferral / active EE | $1,500 | $2,914-48.5% | $5,540-72.9% | $5,535-72.9% |
| Admin fee / account holder | $22 | $368-94.0% | $14,329-99.8% | $292-92.5% |