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 | $1,728,009 |
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 | $88,062 | $106,222-17.1% | $81,930+7.5% | $106,222-17.1% |
| Participation rate | 89.7% | 70.8%+18.9pp | 72.0%+17.7pp | 70.8%+18.9pp |
| Annual return | 13.77% | 21.69%-7.9pp | 29.49%-15.7pp | 21.69%-7.9pp |
| Employer contribution / active EE | $1,779 | $2,723-34.7% | $4,310-58.7% | $2,723-34.7% |
| Participant deferral / active EE | $4,453 | $4,600-3.2% | $7,107-37.3% | $4,600-3.2% |
| Admin fee / account holder | $12 | $78-84.8% | $5,158-99.8% | $78-84.8% |