Filed April 21, 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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $58,169 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 36-4019175 | Advisory (Plan) | $45,000 |
THOMPSON HINE2 years Filed as: THOMPSON-HINE Service code 29 · EIN 34-0575300 | Legal | $19,096 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,672 | $27,687+14.4% | $73,545-56.9% | $177,276-82.1% |
| Participation rate | 75.3% | 34.9%+40.4pp | 54.9%+20.3pp | 74.8%+0.4pp |
| Annual return | 20.70% | 16.77%+3.9pp | -15.16%+35.9pp | 21.25%-0.6pp |
| Employer contribution / active EE | $645 | $291+121.8% | $1,219-47.1% | $2,479-74.0% |
| Participant deferral / active EE | $2,116 | $778+171.9% | $1,806+17.2% | $3,881-45.5% |
| Admin fee / account holder | $28 | $59-53.3% | $2,320-98.8% | $154-82.0% |