Filed April 14, 2004
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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: GREGORY J SCHWARTZ Service code 27 · EIN 38-2117812 | Advisory (Plan) | $47,497 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$65,966 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,657 | $110,282+9.4% | $102,438+17.8% | $199,768-39.6% |
| Participation rate | 75.1% | 86.3%-11.2pp | 76.5%-1.4pp | 72.0%+3.1pp |
| Annual return | 17.25% | 35.75%-18.5pp | 29.37%-12.1pp | 34.26%-17.0pp |
| Employer contribution / active EE | $1,993 | $3,603-44.7% | $3,024-34.1% | $3,037-34.4% |
| Participant deferral / active EE | $4,138 | $6,376-35.1% | $5,054-18.1% | $5,090-18.7% |
| Admin fee / account holder | $137 | $122+12.4% | $9,448-98.5% | $269-48.9% |