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 INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $113,082 |
MERCER5 years Filed as: MERCER INVESTMENT LLC Service code 16 · EIN 13-2834414 | Consulting | $92,839 |
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 | $252,093 | $112,623+123.8% | $106,213+137.3% | $199,593+26.3% |
| Participation rate | 96.1% | 86.2%+9.8pp | 75.3%+20.8pp | 72.0%+24.1pp |
| Annual return | 17.67% | 15.57%+2.1pp | 116.14%-98.5pp | 34.25%-16.6pp |
| Employer contribution / active EE | $11,666 | $4,575+155.0% | $3,171+267.8% | $3,034+284.5% |
| Participant deferral / active EE | $12,998 | $6,659+95.2% | $5,016+159.1% | $5,087+155.5% |
| Admin fee / account holder | $90 | $107-16.3% | $11,033-99.2% | $269-66.7% |