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 ADVISORS7+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $34,018 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$93,574 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,557 | $52,626+77.8% | $98,442-5.0% | $93,030+0.6% |
| Participation rate | 93.7% | 65.3%+28.4pp | 73.3%+20.4pp | 73.9%+19.8pp |
| Annual return | 17.09% | 16.95%+0.1pp | 1492.73%-1475.6pp | 158.70%-141.6pp |
| Employer contribution / active EE | $4,762 | $1,894+151.5% | $2,960+60.9% | $2,706+76.0% |
| Participant deferral / active EE | $6,129 | $2,907+110.9% | $4,276+43.3% | $4,562+34.3% |
| Admin fee / account holder | $1 | $102-99.2% | $5,949-100.0% | $152-99.5% |