Filed April 16, 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.
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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 | $65,113 |
RBC WEALTH MANAGEMENT10+ years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP M Service code 27 · EIN 41-1416330 | Advisory (Plan) | $50,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,580 | $122,854-8.4% | $184,200-38.9% | $199,768-43.6% |
| Participation rate | 97.2% | 87.0%+10.2pp | 86.8%+10.4pp | 72.0%+25.2pp |
| Annual return | 22.17% | 143.99%-121.8pp | 28.80%-6.6pp | 34.26%-12.1pp |
| Employer contribution / active EE | $8,093 | $4,588+76.4% | $6,424+26.0% | $3,037+166.5% |
| Participant deferral / active EE | $11,494 | $7,995+43.8% | $9,132+25.9% | $5,090+125.8% |
| Admin fee / account holder | $73 | $120-39.2% | $13,907-99.5% | $269-72.8% |