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 | $136,222 |
Filed as: MCCONNELL AND JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $11,171 |
Filed as: STATE STREET GLB ADVISOR TRUST COM Service code 49 · EIN 81-4017137 | Other Services | $9,601 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,419 | $100,921+18.3% | $82,313+45.1% | $177,276-32.6% |
| Participation rate | 96.0% | 86.9%+9.0pp | 76.9%+19.1pp | 74.8%+21.1pp |
| Annual return | 71.65% | 20.33%+51.3pp | 25.88%+45.8pp | 21.25%+50.4pp |
| Employer contribution / active EE | $5,301 | $3,145+68.5% | $2,428+118.3% | $2,479+113.9% |
| Participant deferral / active EE | $5,376 | $5,192+3.6% | $3,706+45.1% | $3,881+38.5% |
| Admin fee / account holder | $15 | $64-76.7% | $5,608-99.7% | $154-90.3% |