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 | $42,692 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,162 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,931 | $88,730-23.4% | $82,313-17.5% | $77,958-12.9% |
| Participation rate | 91.3% | 84.5%+6.8pp | 76.9%+14.5pp | 71.6%+19.7pp |
| Annual return | 18.60% | 20.88%-2.3pp | 25.88%-7.3pp | 20.87%-2.3pp |
| Employer contribution / active EE | $2,852 | $2,758+3.4% | $2,428+17.5% | $2,310+23.4% |
| Participant deferral / active EE | $4,084 | $4,634-11.9% | $3,706+10.2% | $3,537+15.5% |
| Admin fee / account holder | $20 | $74-73.3% | $5,608-99.6% | $97-79.7% |