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 INVESTMENTS INSTL OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,667 | $140,800-83.2% | $89,340-73.5% | $79,634-70.3% |
| Participation rate | 88.9% | 61.9%+27.0pp | 69.6%+19.3pp | 62.5%+26.4pp |
| Annual return | 21.93% | 17.84%+4.1pp | 20.57%+1.4pp | 36.46%-14.5pp |
| Employer contribution / active EE | $2,262 | $2,021+12.0% | $2,231+1.4% | $2,529-10.5% |
| Participant deferral / active EE | $1,735 | $3,219-46.1% | $3,823-54.6% | $3,835-54.8% |
| Admin fee / account holder | $0 | $1,610-100.0% | $6,704-100.0% | $1,002-100.0% |