Filed March 10, 2005 (most recent of 3 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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,008 | $136,853-14.5% | $130,231-10.2% | $80,160+46.0% |
| Participation rate | 88.8% | 81.6%+7.1pp | 76.3%+12.5pp | 72.9%+15.8pp |
| Annual return | 17.10% | 22.66%-5.6pp | 38.77%-21.7pp | 40.38%-23.3pp |
| Employer contribution / active EE | $0 | $3,395-100.0% | $4,126-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $0 | $5,856-100.0% | $6,799-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,020-100.0% | $145-100.0% |