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 | $2,138,282 |
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 | $71,568 | $73,367-2.5% | $68,793+4.0% | $73,367-2.5% |
| Participation rate | 88.7% | 69.5%+19.3pp | 72.2%+16.5pp | 69.5%+19.3pp |
| Annual return | -4.29% | 173.45%-177.7pp | -4.63%+0.3pp | 173.45%-177.7pp |
| Employer contribution / active EE | $1,527 | $2,499-38.9% | $2,625-41.8% | $2,499-38.9% |
| Participant deferral / active EE | $3,977 | $4,033-1.4% | $3,311+20.1% | $4,033-1.4% |
| Admin fee / account holder | $13 | $68-80.8% | $5,131-99.7% | $68-80.8% |