Filed March 1, 2005
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 Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $407,934 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $125,000 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $94,451 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART, BOERNER VANDEUREN S.C. Service code 29 · EIN 39-1126909 | Legal | $65,931 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $32,571 |
Filed as: FIDELITY INVESTORS Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,314 | $159,391+21.9% | $102,438+89.7% | $99,061+96.2% |
| Participation rate | 90.5% | 88.6%+1.9pp | 76.5%+14.0pp | 71.6%+18.8pp |
| Annual return | 15.68% | 19.03%-3.3pp | 29.37%-13.7pp | 17.66%-2.0pp |
| Employer contribution / active EE | $7,847 | $4,207+86.5% | $3,024+159.5% | $3,261+140.6% |
| Participant deferral / active EE | $8,042 | $7,498+7.3% | $5,054+59.1% | $5,331+50.9% |
| Admin fee / account holder | $79 | $159-50.4% | $9,448-99.2% | $109-27.6% |