Filed December 18, 2002
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 | -$808,698 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $568,759 | $122,186+365.5% | $146,958+287.0% | $199,593+185.0% |
| Participation rate | 95.8% | 78.3%+17.6pp | 82.2%+13.7pp | 72.0%+23.9pp |
| Annual return | 22.43% | 30.56%-8.1pp | 418.34%-395.9pp | 34.25%-11.8pp |
| Employer contribution / active EE | $14,303 | $4,093+249.5% | $4,933+189.9% | $3,034+371.4% |
| Participant deferral / active EE | $15,061 | $8,502+77.1% | $8,070+86.6% | $5,087+196.1% |
| Admin fee / account holder | -$240 | $179-234.1% | $12,998-101.8% | $269-189.2% |