Filed February 7, 2001
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 | -$653,839 |
Form 5500 reported that benefits due were not provided when due.
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 | $257,057 | $188,991+36.0% | $103,476+148.4% | $199,593+28.8% |
| Participation rate | 88.8% | 93.2%-4.4pp | 80.5%+8.3pp | 72.0%+16.8pp |
| Annual return | 14.87% | 15.75%-0.9pp | 23.90%-9.0pp | 34.25%-19.4pp |
| Employer contribution / active EE | $9,801 | $6,583+48.9% | $4,672+109.8% | $3,034+223.0% |
| Participant deferral / active EE | $14,258 | $10,334+38.0% | $6,623+115.3% | $5,087+180.3% |
| Admin fee / account holder | -$222 | $114-293.6% | $9,413-102.4% | $269-182.5% |