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 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,853 | $237,678-17.6% | $113,168+73.1% | $140,769+39.1% |
| Participation rate | 98.6% | 92.1%+6.6pp | 76.6%+22.1pp | 74.2%+24.5pp |
| Annual return | 15.55% | 20.63%-5.1pp | 24.27%-8.7pp | 16.82%-1.3pp |
| Employer contribution / active EE | $6,649 | $6,583+1.0% | $2,975+123.5% | $3,906+70.2% |
| Participant deferral / active EE | $9,496 | $11,080-14.3% | $5,107+85.9% | $6,717+41.4% |
| Admin fee / account holder | $51 | $66-23.0% | $12,068-99.6% | $229-77.9% |