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 | $2,154,680 |
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 | $83,240 | $89,569-7.1% | $76,817+8.4% | $89,569-7.1% |
| Participation rate | 90.6% | 69.6%+21.0pp | 72.1%+18.5pp | 69.6%+21.0pp |
| Annual return | 22.96% | 34.56%-11.6pp | 1166.11%-1143.1pp | 34.56%-11.6pp |
| Employer contribution / active EE | $1,664 | $2,584-35.6% | $2,302-27.7% | $2,584-35.6% |
| Participant deferral / active EE | $4,186 | $4,220-0.8% | $3,336+25.5% | $4,220-0.8% |
| Admin fee / account holder | $14 | $72-80.7% | $6,420-99.8% | $72-80.7% |