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 60 · EIN 04-2647786 | Sub-TA Fees | -$60,121 |
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 | $386,240 | $113,016+241.8% | $103,476+273.3% | $74,495+418.5% |
| Participation rate | 90.9% | 80.8%+10.1pp | 80.5%+10.4pp | 67.2%+23.7pp |
| Annual return | 15.65% | 23.24%-7.6pp | 23.90%-8.3pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $9,787 | $4,881+100.5% | $4,672+109.5% | $2,623+273.1% |
| Participant deferral / active EE | $15,906 | $7,279+118.5% | $6,623+140.2% | $4,346+266.0% |
| Admin fee / account holder | -$340 | $1,709-119.9% | $9,413-103.6% | $1,942-117.5% |