Filed February 20, 2004
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$43,959 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $402,387 | $101,317+297.2% | $146,958+173.8% | $74,495+440.2% |
| Participation rate | 93.1% | 75.5%+17.6pp | 82.2%+10.9pp | 67.2%+25.9pp |
| Annual return | 13.04% | 8730.91%-8717.9pp | 418.34%-405.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $16,794 | $3,810+340.7% | $4,933+240.4% | $2,623+540.2% |
| Participant deferral / active EE | $14,001 | $7,303+91.7% | $8,070+73.5% | $4,346+222.2% |
| Admin fee / account holder | $82 | $1,739-95.3% | $12,998-99.4% | $1,942-95.8% |