Filed March 7, 2003 (most recent of 2 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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $23,000 |
HARTLAND & CO3+ years Service code 16 · EIN 34-1597728 | Consulting | $19,318 |
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,661 | $67,228+86.9% | $117,854+6.6% | $77,958+61.2% |
| Participation rate | 93.1% | 79.4%+13.7pp | 79.7%+13.5pp | 71.6%+21.5pp |
| Annual return | 21.52% | 19.13%+2.4pp | 335.08%-313.6pp | 20.87%+0.7pp |
| Employer contribution / active EE | $7,650 | $2,211+246.1% | $3,786+102.1% | $2,310+231.1% |
| Participant deferral / active EE | $9,541 | $3,653+161.2% | $4,482+112.9% | $3,537+169.8% |
| Admin fee / account holder | $5 | $76-93.1% | $8,020-99.9% | $97-94.6% |