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 | $8,844 |
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 | $94,973 | $67,679+40.3% | $155,509-38.9% | $99,062-4.1% |
| Participation rate | 62.5% | 67.2%-4.7pp | 78.2%-15.7pp | 71.6%-9.1pp |
| Annual return | 15.61% | 16.16%-0.6pp | 64.67%-49.1pp | 17.66%-2.0pp |
| Employer contribution / active EE | -$0 | $2,268-100.0% | $4,672-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $7,330 | $3,828+91.5% | $5,626+30.3% | $5,331+37.5% |
| Admin fee / account holder | $1 | $94-98.9% | $15,912-100.0% | $109-99.1% |