Filed September 29, 1992
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 | $330,230 |
VERRILL DANA LLP1 year Filed as: VERRILL Service code 29 · EIN 01-0176171 | Legal | $63,116 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVIC Service code 16 · EIN 13-2638166 | Consulting | $61,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,219 | $99,061+44.6% | $97,167+47.4% | $99,061+44.6% |
| Participation rate | 59.6% | 71.6%-12.0pp | 72.7%-13.1pp | 71.6%-12.0pp |
| Annual return | 16.52% | 17.66%-1.1pp | 75.27%-58.7pp | 17.66%-1.1pp |
| Employer contribution / active EE | $1,994 | $3,261-38.8% | $2,729-26.9% | $3,261-38.8% |
| Participant deferral / active EE | $2,887 | $5,331-45.9% | $4,264-32.3% | $5,331-45.9% |
| Admin fee / account holder | $81 | $109-25.6% | $5,650-98.6% | $109-25.6% |