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 | $79,713 |
K&L GATES1 year Service code 29 · EIN 25-0921018 | Legal | $5,452 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,156 | $188,991-31.7% | $103,476+24.8% | $199,593-35.3% |
| Participation rate | 97.6% | 93.2%+4.4pp | 80.5%+17.1pp | 72.0%+25.6pp |
| Annual return | 22.04% | 15.75%+6.3pp | 23.90%-1.9pp | 34.25%-12.2pp |
| Employer contribution / active EE | $9,715 | $6,583+47.6% | $4,672+107.9% | $3,034+220.2% |
| Participant deferral / active EE | $11,689 | $10,334+13.1% | $6,623+76.5% | $5,087+129.8% |
| Admin fee / account holder | $39 | $114-65.7% | $9,413-99.6% | $269-85.4% |