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 INC Service code 37 · EIN 04-2647786 | Loan Processing | $1,363,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,845,139 | $329,111+1372.2% | $70,014+6820.3% | $329,111+1372.2% |
| Participation rate | 0.0% | 67.9%-67.9pp | 71.8%-71.8pp | 67.9%-67.9pp |
| Annual return | 10.50% | 16.35%-5.8pp | 12.99%-2.5pp | 16.35%-5.8pp |
| Employer contribution / active EE | $1,994 | $2,303-13.5% | $2,338-14.7% | $2,303-13.5% |
| Participant deferral / active EE | $5,095 | $3,682+38.4% | $2,931+73.9% | $3,682+38.4% |
| Admin fee / account holder | $699 | $754-7.2% | $4,380-84.0% | $754-7.2% |