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 | $1,952,568 |
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 | $39,530 | $53,684-26.4% | $170,442-76.8% | $80,976-51.2% |
| Participation rate | 99.9% | 69.2%+30.7pp | 83.6%+16.3pp | 68.3%+31.6pp |
| Annual return | 19.70% | 25.97%-6.3pp | 205.93%-186.2pp | 22.91%-3.2pp |
| Employer contribution / active EE | $1,675 | $1,642+2.0% | $5,433-69.2% | $2,402-30.3% |
| Participant deferral / active EE | $2,205 | $3,017-26.9% | $4,939-55.4% | $3,848-42.7% |
| Admin fee / account holder | $45 | $46-1.9% | $13,880-99.7% | $67-32.6% |