Filed February 26, 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 | $296,262 |
Filed as: ROBINSON, GRIMES & CO, PC Service code 10 · EIN 58-1374304 | Accounting | $11,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,696 | $148,970-8.9% | $136,007-0.2% | $199,593-32.0% |
| Participation rate | 91.7% | 79.4%+12.4pp | 76.5%+15.3pp | 72.0%+19.8pp |
| Annual return | 14.43% | 27.07%-12.6pp | 579.32%-564.9pp | 34.25%-19.8pp |
| Employer contribution / active EE | $4,672 | $3,561+31.2% | $4,217+10.8% | $3,034+54.0% |
| Participant deferral / active EE | $7,694 | $6,140+25.3% | $7,025+9.5% | $5,087+51.3% |
| Admin fee / account holder | $59 | $144-59.1% | $6,858-99.1% | $269-78.1% |