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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $41,051 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $39,052 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,269 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,825 | $87,870+96.7% | $113,168+52.7% | $74,304+132.6% |
| Participation rate | 89.7% | 70.7%+19.0pp | 76.6%+13.1pp | 60.3%+29.4pp |
| Annual return | 15.43% | 26.44%-11.0pp | 24.27%-8.8pp | 29.43%-14.0pp |
| Employer contribution / active EE | $2,866 | $2,277+25.9% | $2,975-3.7% | $2,241+27.9% |
| Participant deferral / active EE | $8,226 | $4,241+94.0% | $5,107+61.1% | $3,767+118.4% |
| Admin fee / account holder | $305 | $3,368-90.9% | $12,068-97.5% | $2,969-89.7% |