Filed October 18, 2004 (most recent of 4 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 INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $261,387 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,213 | $151,876+8.1% | $113,168+45.1% | $117,739+39.5% |
| Participation rate | 95.9% | 92.5%+3.3pp | 76.6%+19.3pp | 76.6%+19.2pp |
| Annual return | 12.99% | 15.75%-2.8pp | 24.27%-11.3pp | 17.29%-4.3pp |
| Employer contribution / active EE | $6,202 | $4,598+34.9% | $2,975+108.5% | $3,746+65.6% |
| Participant deferral / active EE | $6,919 | $7,767-10.9% | $5,107+35.5% | $6,128+12.9% |
| Admin fee / account holder | $30 | $70-56.5% | $12,068-99.7% | $112-72.8% |