Filed October 1, 2003
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 INST OPER CO. Service code 37 · EIN 04-2647786 PO BOX 770002 · CINCINNATI, OH 452770027 | Loan Processing | $15,703 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,302 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,793 | $40,385+20.8% | $80,569-39.4% | $74,419-34.4% |
| Participation rate | 77.7% | 47.4%+30.3pp | 67.0%+10.7pp | 70.7%+7.0pp |
| Annual return | 15.60% | 164.85%-149.2pp | 935.43%-919.8pp | 34.38%-18.8pp |
| Employer contribution / active EE | $81 | $1,496-94.6% | $2,723-97.0% | $2,637-96.9% |
| Participant deferral / active EE | $494 | $2,674-81.5% | $4,447-88.9% | $4,528-89.1% |
| Admin fee / account holder | $41 | $720-94.3% | $5,377-99.2% | $348-88.2% |