Filed October 22, 2012
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 INVESTMENT INST OPS.CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $2,344 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,680 | $43,550-2.0% | $63,517-32.8% | $52,331-18.4% |
| Participation rate | 99.0% | 65.7%+33.3pp | 71.0%+28.0pp | 68.1%+30.9pp |
| Annual return | -0.22% | 2.03%-2.3pp | -70.30%+70.1pp | 4.54%-4.8pp |
| Employer contribution / active EE | $3,120 | $1,351+130.9% | $2,322+34.4% | $1,882+65.8% |
| Participant deferral / active EE | $3,960 | $2,254+75.7% | $2,953+34.1% | $3,022+31.0% |
| Admin fee / account holder | $20 | $387-94.8% | $5,892-99.7% | $592-96.6% |