Filed April 29, 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 INSTITUTIONAL11+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $955,568 |
Filed as: NORTH PIER Service code 16 · EIN 26-3521867 | Consulting | $30,000 |
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 | $115,209 | $142,480-19.1% | $156,181-26.2% | $142,480-19.1% |
| Participation rate | 95.1% | 76.2%+18.8pp | 78.8%+16.2pp | 76.2%+18.8pp |
| Annual return | 20.08% | 16.32%+3.8pp | 64.87%-44.8pp | 16.32%+3.8pp |
| Employer contribution / active EE | $3,952 | $3,867+2.2% | $4,294-8.0% | $3,867+2.2% |
| Participant deferral / active EE | $7,378 | $6,807+8.4% | $6,132+20.3% | $6,807+8.4% |
| Admin fee / account holder | $46 | $307-84.9% | $14,586-99.7% | $307-84.9% |