Filed December 1, 2001
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 | $23,369 |
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 | $140,596 | $145,877-3.6% | $150,045-6.3% | $102,872+36.7% |
| Participation rate | 96.2% | 79.8%+16.4pp | 82.3%+13.9pp | 73.0%+23.2pp |
| Annual return | 18.80% | 21.37%-2.6pp | 62.55%-43.7pp | 19.06%-0.3pp |
| Employer contribution / active EE | $4,777 | $4,710+1.4% | $4,693+1.8% | $3,526+35.5% |
| Participant deferral / active EE | $13,279 | $9,491+39.9% | $7,997+66.1% | $5,535+139.9% |
| Admin fee / account holder | $3 | $176-98.2% | $13,435-100.0% | $292-98.9% |