Filed October 18, 2004
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 | $796,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $64,092 | $140,910-54.5% | $75,972-15.6% | $106,382-39.8% |
| Participation rate | 42.0% | 64.1%-22.1pp | 69.1%-27.0pp | 69.9%-27.9pp |
| Annual return | 17.85% | 16.51%+1.3pp | 359.55%-341.7pp | 17.37%+0.5pp |
| Employer contribution / active EE | $1,363 | $5,354-74.5% | $2,685-49.2% | $3,364-59.5% |
| Participant deferral / active EE | $1,993 | $5,004-60.2% | $4,255-53.2% | $5,569-64.2% |
| Admin fee / account holder | $42 | $117-64.2% | $6,467-99.3% | $79-46.9% |