Filed December 24, 2004 (most recent of 6 filings on file)
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 INVSTS INST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $772,152 |
MERCER3 years Filed as: PAVILION ADVISORY GROUP INC. Service code 16 · EIN 04-3831795 | Consulting | $50,614 |
MITCHELL & TITUS, LLP1 year Service code 10 · EIN 13-2781641 | Accounting | $23,800 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $17,455 |
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 | $145,576 | $106,734+36.4% | $75,886+91.8% | $89,569+62.5% |
| Participation rate | 95.7% | 65.6%+30.1pp | 69.3%+26.4pp | 69.6%+26.2pp |
| Annual return | 20.42% | 24.20%-3.8pp | 30.76%-10.3pp | 34.56%-14.1pp |
| Employer contribution / active EE | $2,879 | $3,939-26.9% | $2,500+15.1% | $2,584+11.4% |
| Participant deferral / active EE | $6,277 | $3,965+58.3% | $3,603+74.2% | $4,220+48.7% |
| Admin fee / account holder | $26 | $80-66.9% | $5,418-99.5% | $72-63.0% |