Filed April 23, 2008 (most recent of 5 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $28,463 |
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 | $123,029 | $122,693+0.3% | $184,203-33.2% | $199,593-38.4% |
| Participation rate | 94.8% | 86.8%+8.0pp | 86.8%+8.0pp | 72.0%+22.8pp |
| Annual return | 16.27% | 143.91%-127.6pp | 28.81%-12.5pp | 34.25%-18.0pp |
| Employer contribution / active EE | $6,925 | $4,584+51.1% | $6,427+7.8% | $3,034+128.2% |
| Participant deferral / active EE | $6,851 | $7,990-14.3% | $9,131-25.0% | $5,087+34.7% |
| Admin fee / account holder | $18 | $121-85.0% | $13,901-99.9% | $269-93.3% |