Filed December 15, 1995 (most recent of 2 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,611,736 |
ERNST & YOUNG LLP11+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $67,000 |
CEM BENCHMARKING5 years Service code 16 · EIN 32-0457497 | Consulting | $15,500 |
PROSKAUER ROSE LLP9 years Service code 29 · EIN 13-1840454 | Legal | $8,310 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,853 | $142,480+37.5% | $112,040+74.8% | $142,480+37.5% |
| Participation rate | 98.6% | 76.2%+22.4pp | 76.5%+22.1pp | 76.2%+22.4pp |
| Annual return | 15.55% | 16.32%-0.8pp | 24.52%-9.0pp | 16.32%-0.8pp |
| Employer contribution / active EE | $6,649 | $3,867+71.9% | $2,954+125.1% | $3,867+71.9% |
| Participant deferral / active EE | $9,496 | $6,807+39.5% | $5,098+86.3% | $6,807+39.5% |
| Admin fee / account holder | $51 | $307-83.5% | $12,098-99.6% | $307-83.5% |