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 | $2,039,760 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $82,080 |
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 | $46,581 | $58,202-20.0% | $172,739-73.0% | $89,569-48.0% |
| Participation rate | 99.2% | 72.8%+26.4pp | 82.6%+16.6pp | 69.6%+29.6pp |
| Annual return | 24.05% | 61.59%-37.5pp | 802.84%-778.8pp | 34.56%-10.5pp |
| Employer contribution / active EE | $1,865 | $1,759+6.0% | $5,143-63.7% | $2,584-27.8% |
| Participant deferral / active EE | $2,641 | $3,335-20.8% | $5,198-49.2% | $4,220-37.4% |
| Admin fee / account holder | $48 | $53-7.9% | $13,954-99.7% | $72-32.4% |