Filed November 20, 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 |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $19,576 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $12,998 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,751 | $86,922-1.3% | $102,438-16.3% | $80,874+6.0% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.1pp | 67.6%+29.0pp |
| Annual return | 12.96% | 18.90%-5.9pp | 29.37%-16.4pp | 35.62%-22.7pp |
| Employer contribution / active EE | $378 | $2,369-84.1% | $3,024-87.5% | $2,756-86.3% |
| Participant deferral / active EE | $6,106 | $4,119+48.3% | $5,054+20.8% | $4,297+42.1% |
| Admin fee / account holder | $259 | $8,050-96.8% | $9,448-97.3% | $6,935-96.3% |