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 INV INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $11,868 |
Service code 12 · EIN 13-3689044 | Float revenue; Participant loan proce... | $8,851 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,588 | $69,238+30.8% | $185,823-51.3% | $101,517-10.8% |
| Participation rate | 57.7% | 73.5%-15.9pp | 81.7%-24.0pp | 74.6%-16.9pp |
| Annual return | 15.12% | 21.26%-6.1pp | 122.05%-106.9pp | 21.00%-5.9pp |
| Employer contribution / active EE | $0 | $2,104-100.0% | $5,167-100.0% | $2,973-100.0% |
| Participant deferral / active EE | $5,852 | $3,764+55.5% | $5,568+5.1% | $4,873+20.1% |
| Admin fee / account holder | $3 | $66-95.7% | $16,237-100.0% | $139-98.0% |