Filed April 3, 2003
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 | $306,819 |
Filed as: INNOVEST Service code 28 · EIN 84-1612955 | Investment Management | $9,275 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $97,696 | $110,299-11.4% | $102,423-4.6% | $199,593-51.1% |
| Participation rate | 89.9% | 86.3%+3.6pp | 76.5%+13.4pp | 72.0%+17.9pp |
| Annual return | 15.98% | 35.73%-19.8pp | 29.32%-13.3pp | 34.25%-18.3pp |
| Employer contribution / active EE | $359 | $3,603-90.0% | $3,023-88.1% | $3,034-88.2% |
| Participant deferral / active EE | $5,275 | $6,376-17.3% | $5,053+4.4% | $5,087+3.7% |
| Admin fee / account holder | $53 | $122-56.8% | $9,451-99.4% | $269-80.3% |