Filed April 3, 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 37 · EIN 04-2647786 | Loan Processing | $88,586 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,470 | $29,548+284.0% | $56,411+101.1% | $77,643+46.1% |
| Participation rate | 50.1% | 32.7%+17.4pp | 52.5%-2.4pp | 70.6%-20.5pp |
| Annual return | 16.20% | 19.01%-2.8pp | 1701.33%-1685.1pp | 31.24%-15.0pp |
| Employer contribution / active EE | $3,899 | $568+586.9% | $1,039+275.4% | $2,726+43.0% |
| Participant deferral / active EE | $7,041 | $1,061+563.7% | $1,952+260.7% | $4,647+51.5% |
| Admin fee / account holder | $85 | $1,046-91.9% | $2,829-97.0% | $430-80.3% |