Filed June 27, 2014 (most recent of 5 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 |
|---|---|---|
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $49,000 |
Filed as: FIDELITY INV INST OPER CO INC. Service code 50 · EIN 04-2647786 | Direct Payment | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,580 | $110,760-7.4% | $162,163-36.7% | $82,204+24.8% |
| Participation rate | 98.7% | 92.7%+6.0pp | 87.6%+11.1pp | 73.4%+25.3pp |
| Annual return | 23.16% | 22.97%+0.2pp | 115.59%-92.4pp | 26.31%-3.1pp |
| Employer contribution / active EE | $3,406 | $4,437-23.2% | $5,614-39.3% | $2,707+25.8% |
| Participant deferral / active EE | $6,651 | $6,6520% | $7,298-8.9% | $4,246+56.7% |
| Admin fee / account holder | $23 | $65-64.1% | $10,843-99.8% | $76-69.0% |