Filed December 17, 2001
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 Filed as: FIDELITY INV. INSTITUTIONAL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $2,632,241 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $876,614 |
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 | $66,909 | $73,283-8.7% | $155,509-57.0% | $106,382-37.1% |
| Participation rate | 99.2% | 73.3%+25.9pp | 78.2%+21.0pp | 69.9%+29.3pp |
| Annual return | 18.17% | 15.77%+2.4pp | 64.67%-46.5pp | 17.37%+0.8pp |
| Employer contribution / active EE | $2,331 | $2,247+3.7% | $4,672-50.1% | $3,364-30.7% |
| Participant deferral / active EE | $4,429 | $4,580-3.3% | $5,626-21.3% | $5,569-20.5% |
| Admin fee / account holder | $52 | $56-6.6% | $15,912-99.7% | $79-33.8% |