Filed March 5, 2003 (most recent of 2 filings on file)
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 | $56,990 |
NEWTON1 year Filed as: NEWTON ONE INVESTMENTS Service code 27 · EIN 46-3916607 | Advisory (Plan) | $5,547 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,321 | $88,890+23.0% | $102,423+6.7% | $77,643+40.8% |
| Participation rate | 96.7% | 80.9%+15.8pp | 76.5%+20.2pp | 70.6%+26.2pp |
| Annual return | 16.33% | 24.98%-8.7pp | 29.32%-13.0pp | 31.24%-14.9pp |
| Employer contribution / active EE | $2,273 | $2,698-15.7% | $3,023-24.8% | $2,726-16.6% |
| Participant deferral / active EE | $8,258 | $5,145+60.5% | $5,053+63.4% | $4,647+77.7% |
| Admin fee / account holder | $164 | $235-30.5% | $9,451-98.3% | $430-62.0% |