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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $47,542 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,423 | $87,870+40.5% | $113,168+9.1% | $74,304+66.1% |
| Participation rate | 96.3% | 70.7%+25.5pp | 76.6%+19.7pp | 60.3%+35.9pp |
| Annual return | 16.05% | 26.44%-10.4pp | 24.27%-8.2pp | 29.43%-13.4pp |
| Employer contribution / active EE | $2,440 | $2,277+7.2% | $2,975-18.0% | $2,241+8.9% |
| Participant deferral / active EE | $9,134 | $4,241+115.4% | $5,107+78.9% | $3,767+142.4% |
| Admin fee / account holder | $146 | $3,368-95.7% | $12,068-98.8% | $2,969-95.1% |