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 | $2,419,605 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $143,894 |
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 | $70,293 | $66,513+5.7% | $178,490-60.6% | $106,222-33.8% |
| Participation rate | 99.7% | 73.8%+25.9pp | 81.9%+17.7pp | 70.8%+28.9pp |
| Annual return | 93.87% | 21.81%+72.1pp | 151.07%-57.2pp | 21.69%+72.2pp |
| Employer contribution / active EE | $1,365 | $1,776-23.1% | $5,011-72.8% | $2,723-49.9% |
| Participant deferral / active EE | $2,339 | $3,679-36.4% | $5,202-55.0% | $4,600-49.2% |
| Admin fee / account holder | $40 | $53-24.8% | $13,984-99.7% | $78-48.7% |