Filed May 20, 2002
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 | $11,396 |
K&L GATES1 year Service code 29 · EIN 25-0921018 | Legal | $4,787 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,981 | $155,364+82.1% | $103,476+173.5% | $77,643+264.5% |
| Participation rate | 97.5% | 85.5%+12.0pp | 80.5%+17.0pp | 70.6%+26.9pp |
| Annual return | 15.96% | 19.02%-3.1pp | 23.90%-7.9pp | 31.24%-15.3pp |
| Employer contribution / active EE | $4,410 | $5,949-25.9% | $4,672-5.6% | $2,726+61.8% |
| Participant deferral / active EE | $15,128 | $8,482+78.4% | $6,623+128.4% | $4,647+225.5% |
| Admin fee / account holder | $15 | $503-97.1% | $9,413-99.8% | $430-96.6% |