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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$42,525 |
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 | $445,820 | $100,923+341.7% | $150,045+197.1% | $74,304+500.0% |
| Participation rate | 95.8% | 70.1%+25.7pp | 82.3%+13.5pp | 60.3%+35.4pp |
| Annual return | 16.78% | 51.77%-35.0pp | 62.55%-45.8pp | 29.43%-12.6pp |
| Employer contribution / active EE | $17,887 | $3,463+416.5% | $4,693+281.1% | $2,241+698.1% |
| Participant deferral / active EE | $15,137 | $6,709+125.6% | $7,997+89.3% | $3,767+301.8% |
| Admin fee / account holder | $151 | $2,767-94.6% | $13,435-98.9% | $2,969-94.9% |