Filed September 15, 1992 (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 | $210,884 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $131,046 |
PKF O'CONNOR DAVIES, LLP9 years Service code 10 · EIN 27-1728945 | Accounting | $28,411 |
ADP BROKER-DEALER1 year Filed as: ADP Service code 16 · EIN 22-1467904 | Consulting | $23,600 |
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 | $117,704 | $56,467+108.4% | $95,585+23.1% | $102,872+14.4% |
| Participation rate | 82.1% | 62.1%+20.0pp | 72.1%+10.0pp | 73.0%+9.1pp |
| Annual return | 19.81% | 17.94%+1.9pp | 38.56%-18.7pp | 19.06%+0.8pp |
| Employer contribution / active EE | $3,090 | $1,216+154.0% | $2,527+22.3% | $3,526-12.4% |
| Participant deferral / active EE | $4,795 | $3,007+59.5% | $4,023+19.2% | $5,535-13.4% |
| Admin fee / account holder | $124 | $112+10.8% | $6,127-98.0% | $292-57.4% |