Filed December 30, 2002
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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS6+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $32,782 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$121,552 |
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 | $92,195 | $47,634+93.6% | $90,404+2.0% | $90,288+2.1% |
| Participation rate | 95.9% | 67.5%+28.4pp | 72.7%+23.2pp | 73.4%+22.5pp |
| Annual return | 16.18% | 19.61%-3.4pp | 1293.02%-1276.8pp | 53.97%-37.8pp |
| Employer contribution / active EE | $5,201 | $1,749+197.4% | $3,262+59.5% | $2,524+106.1% |
| Participant deferral / active EE | $6,516 | $2,824+130.7% | $3,963+64.4% | $4,232+54.0% |
| Admin fee / account holder | $1 | $106-99.1% | $5,611-100.0% | $114-99.2% |