Filed August 20, 1991
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 | -$272,597 |
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 | $223,293 | $58,778+279.9% | $129,207+72.8% | $77,643+187.6% |
| Participation rate | 98.8% | 59.2%+39.6pp | 69.6%+29.2pp | 70.6%+28.3pp |
| Annual return | 17.63% | 24.73%-7.1pp | 9417.33%-9399.7pp | 31.24%-13.6pp |
| Employer contribution / active EE | $10,515 | $1,952+438.7% | $4,153+153.2% | $2,726+285.8% |
| Participant deferral / active EE | $13,755 | $3,212+328.2% | $4,168+230.0% | $4,647+196.0% |
| Admin fee / account holder | $0 | $589-100.0% | $7,715-100.0% | $430-100.0% |