Filed November 13, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $138,388 |
MERCER6 years Filed as: MERCER INVESTMENT LLC Service code 16 · EIN 13-2834414 | Consulting | $91,958 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,704 | $123,077+131.3% | $116,228+145.0% | $102,872+176.8% |
| Participation rate | 94.0% | 87.0%+7.0pp | 74.6%+19.5pp | 73.0%+21.0pp |
| Annual return | 18.77% | 15.84%+2.9pp | 90.06%-71.3pp | 19.06%-0.3pp |
| Employer contribution / active EE | $10,979 | $4,380+150.6% | $2,994+266.7% | $3,526+211.3% |
| Participant deferral / active EE | $14,021 | $6,746+107.8% | $4,953+183.1% | $5,535+153.3% |
| Admin fee / account holder | $92 | $115-20.1% | $11,989-99.2% | $292-68.5% |