Filed May 29, 1997
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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS4+ years Service code 16 · EIN 20-4751585 | Consulting | $38,914 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $20,033 |
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $19,805 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,085 | $95,542-1.5% | $69,455+35.5% | $67,579+39.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 5.37% | 17.67%-12.3pp | 28.97%-23.6pp | 378.56%-373.2pp |
| Employer contribution / active EE | $9,266 | $2,989+210.0% | $2,779+233.4% | $2,148+331.4% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,535-100.0% | $3,539-100.0% |
| Admin fee / account holder | $33 | $90-63.8% | $3,839-99.2% | $142-77.1% |