Filed March 27, 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 |
|---|---|---|
Filed as: FIDELITY INVST INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$22,602 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,110 | $122,709+41.1% | $88,497+95.6% | $57,658+200.2% |
| Participation rate | 100.0% | 89.9%+10.1pp | 82.4%+17.6pp | 70.2%+29.8pp |
| Annual return | 8.75% | 10.63%-1.9pp | 7.63%+1.1pp | 5.13%+3.6pp |
| Employer contribution / active EE | $9,970 | $4,531+120.0% | $4,036+147.0% | $1,974+405.1% |
| Participant deferral / active EE | $13,791 | $6,704+105.7% | $4,899+181.5% | $3,061+350.6% |
| Admin fee / account holder | $117 | $93+26.2% | $6,220-98.1% | $95+23.7% |