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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,659,769 |
PROSKAUER ROSE LLP8 years Service code 29 · EIN 13-1840454 | Legal | $88,984 |
ERNST & YOUNG LLP10+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $67,000 |
CEM BENCHMARKING4 years Service code 16 · EIN 32-0457497 | Consulting | $15,000 |
CIEBA4 years Service code 16 · EIN 47-5104757 | Consulting | $6,495 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,084 | $178,759-3.7% | $102,423+68.0% | $106,382+61.8% |
| Participation rate | 98.4% | 91.3%+7.2pp | 76.5%+22.0pp | 69.9%+28.6pp |
| Annual return | 11.20% | 17.23%-6.0pp | 29.32%-18.1pp | 17.37%-6.2pp |
| Employer contribution / active EE | $5,890 | $5,750+2.4% | $3,023+94.8% | $3,364+75.1% |
| Participant deferral / active EE | $8,490 | $9,466-10.3% | $5,053+68.0% | $5,569+52.5% |
| Admin fee / account holder | $48 | $62-23.4% | $9,451-99.5% | $79-39.9% |