Filed October 30, 2007 (most recent of 2 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 | $517,576 |
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 | $302,357 | $178,759+69.1% | $102,423+195.2% | $106,382+184.2% |
| Participation rate | 98.3% | 91.3%+7.0pp | 76.5%+21.8pp | 69.9%+28.4pp |
| Annual return | 20.40% | 17.23%+3.2pp | 29.32%-8.9pp | 17.37%+3.0pp |
| Employer contribution / active EE | $5,695 | $5,750-0.9% | $3,023+88.4% | $3,364+69.3% |
| Participant deferral / active EE | $15,091 | $9,466+59.4% | $5,053+198.7% | $5,569+171.0% |
| Admin fee / account holder | $97 | $62+56.9% | $9,451-99.0% | $79+23.0% |