Filed November 26, 2001
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 |
|---|---|---|
Filed as: FIDELITY INV. INTS. OP. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $109,745 |
Filed as: MCCONNELL AND JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $19,873 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,469 | $82,422-2.4% | $67,652+18.9% | $67,505+19.2% |
| Participation rate | 97.8% | 84.2%+13.6pp | 75.7%+22.1pp | 71.2%+26.6pp |
| Annual return | -10.70% | 12.72%-23.4pp | 6625.04%-6635.7pp | 6.52%-17.2pp |
| Employer contribution / active EE | $7,748 | $2,879+169.2% | $2,266+242.0% | $2,173+256.6% |
| Participant deferral / active EE | $7,484 | $5,020+49.1% | $3,560+110.2% | $3,597+108.1% |
| Admin fee / account holder | $15 | $53-72.1% | $4,821-99.7% | $56-73.5% |