Filed January 17, 2005 (most recent of 2 filings on file)
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 | $8,705 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $141,677 | $106,028+33.6% | $146,958-3.6% | $77,643+82.5% |
| Participation rate | 84.8% | 78.4%+6.4pp | 82.2%+2.6pp | 70.6%+14.2pp |
| Annual return | 32.54% | 56.73%-24.2pp | 418.34%-385.8pp | 31.24%+1.3pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $10,041 | $7,990+25.7% | $8,070+24.4% | $4,647+116.1% |
| Admin fee / account holder | $11 | $337-96.7% | $12,998-99.9% | $430-97.4% |