Filed May 17, 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 |
|---|---|---|
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 33-1498605 | Accounting | $10,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$7,035 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,672 | $88,890+2.0% | $102,423-11.5% | $77,643+16.8% |
| Participation rate | 94.8% | 80.9%+13.9pp | 76.5%+18.3pp | 70.6%+24.3pp |
| Annual return | 18.21% | 24.98%-6.8pp | 29.32%-11.1pp | 31.24%-13.0pp |
| Employer contribution / active EE | $2,068 | $2,698-23.3% | $3,023-31.6% | $2,726-24.1% |
| Participant deferral / active EE | $4,611 | $5,145-10.4% | $5,053-8.8% | $4,647-0.8% |
| Admin fee / account holder | $9 | $235-96.3% | $9,451-99.9% | $430-98.0% |