Filed February 4, 2015
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 INVESTMENTS INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$156,749 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $187,229 | $62,267+200.7% | $110,238+69.8% | $55,725+236.0% |
| Participation rate | 96.7% | 78.1%+18.6pp | 79.8%+16.9pp | 70.9%+25.8pp |
| Annual return | -4.39% | -1.07%-3.3pp | 314.74%-319.1pp | 244.93%-249.3pp |
| Employer contribution / active EE | $5,638 | $1,941+190.4% | $3,826+47.3% | $2,078+171.3% |
| Participant deferral / active EE | $10,406 | $3,516+196.0% | $4,672+122.7% | $3,356+210.1% |
| Admin fee / account holder | -$175 | $121-244.7% | $8,547-102.0% | $115-251.9% |