Filed January 29, 2001 (most recent of 4 filings on file)
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 | $61,494 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,457 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $356,445 | $129,021+176.3% | $184,203+93.5% | $77,643+359.1% |
| Participation rate | 98.7% | 87.3%+11.3pp | 86.8%+11.8pp | 70.6%+28.1pp |
| Annual return | 16.90% | 33.27%-16.4pp | 28.81%-11.9pp | 31.24%-14.3pp |
| Employer contribution / active EE | $11,648 | $4,413+164.0% | $6,427+81.2% | $2,726+327.3% |
| Participant deferral / active EE | $21,025 | $7,297+188.1% | $9,131+130.3% | $4,647+352.4% |
| Admin fee / account holder | $95 | $254-62.6% | $13,901-99.3% | $430-77.9% |