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 | $2,131 |
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 | $53,317 | $53,018+0.6% | $70,014-23.8% | $62,891-15.2% |
| Participation rate | 98.6% | 67.2%+31.4pp | 71.8%+26.8pp | 69.3%+29.3pp |
| Annual return | 8.98% | 13.35%-4.4pp | 12.99%-4.0pp | 20.14%-11.2pp |
| Employer contribution / active EE | $4,033 | $1,799+124.2% | $2,338+72.5% | $2,281+76.8% |
| Participant deferral / active EE | $5,134 | $2,395+114.4% | $2,931+75.2% | $3,203+60.3% |
| Admin fee / account holder | $22 | $3,690-99.4% | $4,380-99.5% | $4,296-99.5% |