Filed July 26, 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 5-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 INV INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $43,283 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,458 |
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 | $64,157 | $80,211-20.0% | $74,183-13.5% | $63,975+0.3% |
| Participation rate | 91.0% | 84.2%+6.9pp | 76.6%+14.4pp | 71.1%+19.9pp |
| Annual return | 9.39% | 14.13%-4.7pp | 17.74%-8.3pp | 48.65%-39.3pp |
| Employer contribution / active EE | $2,972 | $2,553+16.4% | $2,370+25.4% | $2,182+36.2% |
| Participant deferral / active EE | $4,173 | $4,370-4.5% | $3,550+17.6% | $3,356+24.3% |
| Admin fee / account holder | $16 | $67-75.8% | $5,586-99.7% | $70-76.9% |