Filed June 6, 2003
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $606,862 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $242,320 |
VISIONPOINT ADVISORY GROUP6 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $95,000 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,905 | $96,807-19.5% | $164,813-52.7% | $106,382-26.8% |
| Participation rate | 97.4% | 79.1%+18.2pp | 78.6%+18.7pp | 69.9%+27.5pp |
| Annual return | 18.70% | 17.39%+1.3pp | 69.93%-51.2pp | 17.37%+1.3pp |
| Employer contribution / active EE | $4,411 | $2,888+52.8% | $4,341+1.6% | $3,364+31.2% |
| Participant deferral / active EE | $7,304 | $5,055+44.5% | $6,031+21.1% | $5,569+31.2% |
| Admin fee / account holder | $63 | $66-4.9% | $12,690-99.5% | $79-21.1% |