Filed August 25, 1998 (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 | $171,424 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $61,226 | $159,391-61.6% | $102,423-40.2% | $99,062-38.2% |
| Participation rate | 75.7% | 88.6%-12.9pp | 76.5%-0.8pp | 71.6%+4.1pp |
| Annual return | 16.09% | 19.03%-2.9pp | 29.32%-13.2pp | 17.66%-1.6pp |
| Employer contribution / active EE | $852 | $4,207-79.7% | $3,023-71.8% | $3,262-73.9% |
| Participant deferral / active EE | $4,207 | $7,498-43.9% | $5,053-16.7% | $5,331-21.1% |
| Admin fee / account holder | $28 | $159-82.5% | $9,451-99.7% | $109-74.5% |