Filed December 19, 2002 (most recent of 2 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 9-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 Service code 37 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 021093614 | Loan Processing | $83,117 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $264,265 | $113,293+133.3% | $67,502+291.5% | $199,593+32.4% |
| Participation rate | 74.0% | 73.3%+0.6pp | 72.9%+1.1pp | 72.0%+2.0pp |
| Annual return | 13.28% | 15.88%-2.6pp | 3512.12%-3498.8pp | 34.25%-21.0pp |
| Employer contribution / active EE | $6,094 | $3,401+79.2% | $2,731+123.2% | $3,034+100.9% |
| Participant deferral / active EE | $5,302 | $4,159+27.5% | $4,000+32.5% | $5,087+4.2% |
| Admin fee / account holder | $69 | $103-32.5% | $3,998-98.3% | $269-74.3% |