Filed August 1, 2002 (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 | -$3,988 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,101 | $60,323+22.8% | $81,812-9.4% | $74,495-0.5% |
| Participation rate | 93.7% | 62.9%+30.9pp | 72.3%+21.4pp | 67.2%+26.5pp |
| Annual return | 22.06% | 16.90%+5.2pp | 773.79%-751.7pp | 1364.94%-1342.9pp |
| Employer contribution / active EE | $4,675 | $2,620+78.4% | $2,912+60.5% | $2,623+78.2% |
| Participant deferral / active EE | $9,016 | $3,387+166.2% | $4,319+108.8% | $4,346+107.5% |
| Admin fee / account holder | -$14 | $1,486-101.0% | $7,386-100.2% | $1,942-100.7% |