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 ADVISORS5+ years Service code 16 · EIN 20-4751585 | Consulting | $40,121 |
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL & PARKER LLC Service code 10 · EIN 01-0523282 | Accounting | $20,515 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $17,487 |
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 | $97,350 | $84,948+14.6% | $70,449+38.2% | $73,409+32.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 5.55% | 13.39%-7.8pp | 109.03%-103.5pp | 59.29%-53.7pp |
| Employer contribution / active EE | $9,573 | $2,834+237.8% | $2,737+249.8% | $2,234+328.6% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,709-100.0% | $3,805-100.0% |
| Admin fee / account holder | $32 | $98-67.9% | $3,845-99.2% | $158-80.0% |