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 | $1,849,058 |
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 | $36,052 | $49,270-26.8% | $156,549-77.0% | $329,111-89.0% |
| Participation rate | 97.7% | 68.1%+29.5pp | 84.0%+13.7pp | 67.9%+29.8pp |
| Annual return | 7.70% | 23.25%-15.6pp | 32.23%-24.5pp | 16.35%-8.7pp |
| Employer contribution / active EE | $1,649 | $1,534+7.5% | $5,501-70.0% | $2,303-28.4% |
| Participant deferral / active EE | $2,100 | $2,920-28.1% | $4,871-56.9% | $3,682-43.0% |
| Admin fee / account holder | $47 | $51-6.8% | $13,027-99.6% | $754-93.7% |