Filed October 7, 2002 (most recent of 3 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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 15 · EIN 04-2647786 | Recordkeeping | $1,931 |
Filed as: FIDELITY INV INSTL OPS Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $105,230 | $121,719-13.5% | $154,803-32.0% | $140,769-25.2% |
| Participation rate | 62.9% | 76.3%-13.4pp | 78.1%-15.2pp | 74.2%-11.3pp |
| Annual return | 17.80% | 19.22%-1.4pp | 58.88%-41.1pp | 16.82%+1.0pp |
| Employer contribution / active EE | $1 | $2,466-100.0% | $4,305-100.0% | $3,906-100.0% |
| Participant deferral / active EE | $7,560 | $5,384+40.4% | $5,540+36.4% | $6,717+12.5% |
| Admin fee / account holder | $0 | $71-99.7% | $14,329-100.0% | $229-99.9% |