Filed October 18, 2004
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $81,268 |
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $24,599 |
Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $21,492 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $250 |
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 | $123,689 | $74,552+65.9% | $62,995+96.3% | $69,631+77.6% |
| Participation rate | 76.3% | 78.3%-2.0pp | 74.8%+1.5pp | 70.7%+5.6pp |
| Annual return | 14.14% | 15.77%-1.6pp | 87.57%-73.4pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $2,383 | $2,929-18.6% | $2,759-13.6% | $2,032+17.3% |
| Participant deferral / active EE | $3,356 | $2,974+12.8% | $3,329+0.8% | $3,224+4.1% |
| Admin fee / account holder | $98 | $59+64.6% | $3,600-97.3% | $110-11.4% |