Filed April 16, 2003 (most recent of 8 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 13 · EIN 42-0127290 | Contract Administrator | $130,210 |
Filed as: FIDELITY INVESTMENTS Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,778 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $203,979 | $82,978+145.8% | $130,231+56.6% | $74,419+174.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 76.3%+23.7pp | 70.7%+29.3pp |
| Annual return | 18.16% | 123.05%-104.9pp | 38.77%-20.6pp | 34.38%-16.2pp |
| Employer contribution / active EE | $8,143 | $3,391+140.1% | $4,126+97.4% | $2,637+208.8% |
| Participant deferral / active EE | $9,032 | $5,370+68.2% | $6,799+32.9% | $4,528+99.5% |
| Admin fee / account holder | $104 | $354-70.7% | $6,020-98.3% | $348-70.2% |