Filed April 20, 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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $231,214 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,368 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO 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 | $26,457 | $53,136-50.2% | $155,509-83.0% | $199,593-86.7% |
| Participation rate | 90.0% | 64.1%+26.0pp | 78.2%+11.8pp | 72.0%+18.1pp |
| Annual return | 57.95% | 41.15%+16.8pp | 64.67%-6.7pp | 34.25%+23.7pp |
| Employer contribution / active EE | $1,443 | $1,851-22.0% | $4,672-69.1% | $3,034-52.4% |
| Participant deferral / active EE | $3,004 | $3,161-5.0% | $5,626-46.6% | $5,087-40.9% |
| Admin fee / account holder | $49 | $185-73.5% | $15,912-99.7% | $269-81.7% |