Filed August 13, 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 Service code 28 · EIN 04-3532603 | Investment Management | $90,858 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,130 | $105,581+9.0% | $70,449+63.4% | $90,288+27.5% |
| Participation rate | 97.7% | 77.5%+20.2pp | 75.1%+22.6pp | 73.4%+24.3pp |
| Annual return | 13.46% | 14.78%-1.3pp | 109.03%-95.6pp | 53.97%-40.5pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,737-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $7,024 | $3,813+84.2% | $3,709+89.4% | $4,232+66.0% |
| Admin fee / account holder | $15 | $68-77.8% | $3,845-99.6% | $114-86.9% |