Filed December 2, 1998
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 | $114,007 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $85,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $82,488 |
RSM US LLP10+ years Service code 10 · EIN 42-0714325 | Accounting | $35,176 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,645 | $241,101-49.1% | $103,333+18.7% | $199,593-38.6% |
| Participation rate | 93.8% | 78.3%+15.5pp | 74.5%+19.3pp | 72.0%+21.8pp |
| Annual return | 18.21% | 17.80%+0.4pp | 24.88%-6.7pp | 34.25%-16.0pp |
| Employer contribution / active EE | $3,312 | $4,244-22.0% | $3,868-14.4% | $3,034+9.1% |
| Participant deferral / active EE | $11,786 | $3,958+197.8% | $5,057+133.0% | $5,087+131.7% |
| Admin fee / account holder | $115 | $288-60.1% | $8,355-98.6% | $269-57.3% |