Filed October 18, 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.
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $56,982 |
THE PATRIOT FINANCIAL GROUP2 years Service code 27 · EIN 90-0138117 | Advisory (Plan) | $28,832 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,260 | $82,972-63.5% | $103,374-70.7% | $77,671-61.0% |
| Participation rate | 88.8% | 71.5%+17.3pp | 74.5%+14.3pp | 70.6%+18.2pp |
| Annual return | 16.49% | 19.14%-2.6pp | 24.89%-8.4pp | 31.21%-14.7pp |
| Employer contribution / active EE | $1,459 | $3,554-58.9% | $3,869-62.3% | $2,726-46.5% |
| Participant deferral / active EE | $4,643 | $4,108+13.0% | $5,058-8.2% | $4,648-0.1% |
| Admin fee / account holder | $157 | $639-75.5% | $8,394-98.1% | $430-63.6% |