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 | $91,145 |
Filed as: MCCONNELL AND JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $14,855 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,426 | $80,211+22.7% | $74,183+32.7% | $63,975+53.9% |
| Participation rate | 97.7% | 84.2%+13.5pp | 76.6%+21.1pp | 71.1%+26.6pp |
| Annual return | 9.29% | 14.13%-4.8pp | 17.74%-8.4pp | 48.65%-39.4pp |
| Employer contribution / active EE | $8,972 | $2,553+251.4% | $2,370+278.6% | $2,182+311.2% |
| Participant deferral / active EE | $8,288 | $4,370+89.7% | $3,550+133.5% | $3,356+146.9% |
| Admin fee / account holder | $14 | $67-79.3% | $5,586-99.8% | $70-80.3% |