Filed September 30, 2003 (most recent of 4 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 |
|---|---|---|
Filed as: FIDELITY INVTS. INSTL. OPS. CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $1,964,927 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,494 | $142,480-23.9% | $89,340+21.4% | $142,480-23.9% |
| Participation rate | 94.5% | 76.2%+18.2pp | 69.6%+24.9pp | 76.2%+18.2pp |
| Annual return | 15.14% | 16.32%-1.2pp | 20.57%-5.4pp | 16.32%-1.2pp |
| Employer contribution / active EE | $3,281 | $3,867-15.2% | $2,231+47.0% | $3,867-15.2% |
| Participant deferral / active EE | $6,219 | $6,807-8.6% | $3,823+62.7% | $6,807-8.6% |
| Admin fee / account holder | $13 | $307-95.9% | $6,704-99.8% | $307-95.9% |