Filed December 17, 2001
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 INV. INSTITUTIONAL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,822,414 |
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 | $32,883 | $46,516-29.3% | $147,614-77.7% | $69,651-52.8% |
| Participation rate | 98.6% | 65.8%+32.8pp | 84.6%+14.0pp | 66.6%+32.0pp |
| Annual return | 1.83% | 9.48%-7.6pp | 61.98%-60.1pp | 53.77%-51.9pp |
| Employer contribution / active EE | $1,636 | $1,393+17.4% | $5,564-70.6% | $2,241-27.0% |
| Participant deferral / active EE | $2,074 | $2,719-23.7% | $4,895-57.6% | $3,635-43.0% |
| Admin fee / account holder | $46 | $45+2.9% | $11,611-99.6% | $63-27.1% |