Filed October 31, 1995 (most recent of 3 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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | $197,752 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG,LLP Service code 10 · EIN 34-6565596 | Accounting | $40,500 |
MORGAN LEWIS2 years Filed as: MORGAIN LEWIS Service code 29 · EIN 23-0891050 | Legal | $6,453 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,920 | $95,918+80.3% | $151,611+14.1% | $77,904+122.0% |
| Participation rate | 96.0% | 88.7%+7.2pp | 87.5%+8.5pp | 73.7%+22.3pp |
| Annual return | -18.08% | -5.50%-12.6pp | 3.33%-21.4pp | 12.21%-30.3pp |
| Employer contribution / active EE | $6,675 | $4,330+54.1% | $6,166+8.3% | $2,848+134.4% |
| Participant deferral / active EE | $7,920 | $7,508+5.5% | $8,363-5.3% | $4,806+64.8% |
| Admin fee / account holder | $48 | $93-48.4% | $11,616-99.6% | $133-63.7% |