Filed September 5, 2003 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $906 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,005 | $150,818-5.8% | $100,391+41.5% | - |
| Participation rate | 91.9% | 67.3%+24.6pp | 81.5%+10.4pp | - |
| Annual return | 23.51% | 14.05%+9.5pp | 49.20%-25.7pp | - |
| Employer contribution / active EE | $1,202 | $2,537-52.6% | $3,942-69.5% | - |
| Participant deferral / active EE | $4,773 | $4,233+12.8% | $8,082-40.9% | - |
| Admin fee / account holder | $33 | $25,214-99.9% | $7,899-99.6% | - |