Filed October 18, 2004
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 | $214,359 |
PRICEWATERHOUSECOOPERS LLP4 years Service code 10 · EIN 13-4008324 | Accounting | $58,725 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,801 | $110,299+55.8% | $102,423+67.7% | $199,593-13.9% |
| Participation rate | 94.8% | 86.3%+8.5pp | 76.5%+18.3pp | 72.0%+22.8pp |
| Annual return | 14.65% | 35.73%-21.1pp | 29.32%-14.7pp | 34.25%-19.6pp |
| Employer contribution / active EE | $4,635 | $3,603+28.6% | $3,023+53.3% | $3,034+52.7% |
| Participant deferral / active EE | $7,748 | $6,376+21.5% | $5,053+53.3% | $5,087+52.3% |
| Admin fee / account holder | $74 | $122-39.8% | $9,451-99.2% | $269-72.6% |