Filed November 27, 2002
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 INT. OPER CO., Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,365 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100 |
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 | $81,028 | $47,648+70.1% | $130,648-38.0% | $67,579+19.9% |
| Participation rate | 88.9% | 60.4%+28.5pp | 71.7%+17.1pp | 71.3%+17.6pp |
| Annual return | 20.54% | 25.73%-5.2pp | 1708.96%-1688.4pp | 378.56%-358.0pp |
| Employer contribution / active EE | $2,319 | $1,408+64.7% | $4,092-43.3% | $2,148+8.0% |
| Participant deferral / active EE | $4,053 | $2,616+54.9% | $3,603+12.5% | $3,539+14.5% |
| Admin fee / account holder | $59 | $105-43.6% | $5,464-98.9% | $142-58.4% |