Filed August 4, 1994 (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 | $61,476 |
Service code 28 · EIN 82-1434504 | Investment Management | $55,000 |
ARMANINO LLP4 years Service code 10 · EIN 94-6214841 | Accounting | $29,453 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,336 | $102,204+75.5% | $145,661+23.1% | $85,563+109.6% |
| Participation rate | 95.0% | 70.6%+24.4pp | 77.2%+17.8pp | 66.0%+29.0pp |
| Annual return | 16.10% | 16.68%-0.6pp | 101.46%-85.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $1,934 | $3,600-46.3% | $4,238-54.4% | $2,654-27.1% |
| Participant deferral / active EE | $7,905 | $5,729+38.0% | $7,198+9.8% | $4,375+80.7% |
| Admin fee / account holder | $258 | $647-60.2% | $12,466-97.9% | $834-69.1% |