Filed October 18, 2004 (most recent of 3 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,944 |
Filed as: FIDELITY INV INST OP CO, INC. Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,324-100.0% | $68,509-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 78.9%-78.9pp | 74.7%-74.7pp | 69.2%-69.2pp |
| Annual return | 7.50% | 4.26%+3.2pp | 8.27%-0.8pp | 10.78%-3.3pp |
| Employer contribution / active EE | $4,958 | $2,223+123.0% | $2,278+117.6% | $1,899+161.1% |
| Participant deferral / active EE | $5,604 | $3,425+63.6% | $3,382+65.7% | $3,046+84.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,275-100.0% | $91-100.0% |