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 | $2,614,067 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $864,508 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,258 | $83,057-33.5% | $143,757-61.6% | $89,394-38.2% |
| Participation rate | 99.2% | 74.0%+25.2pp | 80.3%+18.9pp | 71.3%+28.0pp |
| Annual return | -16.69% | -13.97%-2.7pp | -0.04%-16.6pp | -11.89%-4.8pp |
| Employer contribution / active EE | $2,194 | $2,095+4.7% | $4,951-55.7% | $3,022-27.4% |
| Participant deferral / active EE | $4,303 | $4,281+0.5% | $5,637-23.7% | $5,123-16.0% |
| Admin fee / account holder | $52 | $83-37.5% | $14,673-99.6% | $79-34.6% |