Filed April 7, 2003
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 | $40,421 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $37,914 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,565 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,656 | $79,171+115.6% | $102,423+66.6% | $74,495+129.1% |
| Participation rate | 92.9% | 74.8%+18.1pp | 76.5%+16.4pp | 67.2%+25.7pp |
| Annual return | 15.78% | 54.93%-39.2pp | 29.32%-13.5pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $2,807 | $2,362+18.8% | $3,023-7.1% | $2,623+7.0% |
| Participant deferral / active EE | $8,726 | $4,415+97.6% | $5,053+72.7% | $4,346+100.8% |
| Admin fee / account holder | $274 | $2,001-86.3% | $9,451-97.1% | $1,942-85.9% |