Filed April 11, 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 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 37 · EIN 04-2647786 | Loan Processing | -$33,429 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,243 | $155,364-37.4% | $103,476-6.0% | $77,643+25.2% |
| Participation rate | 99.8% | 85.5%+14.3pp | 80.5%+19.3pp | 70.6%+29.2pp |
| Annual return | 17.99% | 19.02%-1.0pp | 23.90%-5.9pp | 31.24%-13.2pp |
| Employer contribution / active EE | $6,022 | $5,949+1.2% | $4,672+28.9% | $2,726+120.9% |
| Participant deferral / active EE | $8,077 | $8,482-4.8% | $6,623+22.0% | $4,647+73.8% |
| Admin fee / account holder | -$38 | $503-107.5% | $9,413-100.4% | $430-108.8% |