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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $197,649 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $104,646 |
PKF O'CONNOR DAVIES, LLP8 years Service code 10 · EIN 27-1728945 | Accounting | $26,450 |
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 | $104,034 | $58,336+78.3% | $97,226+7.0% | $199,593-47.9% |
| Participation rate | 84.4% | 63.8%+20.7pp | 72.7%+11.8pp | 72.0%+12.5pp |
| Annual return | 16.15% | 32.81%-16.7pp | 75.13%-59.0pp | 34.25%-18.1pp |
| Employer contribution / active EE | $3,009 | $1,416+112.5% | $2,729+10.3% | $3,034-0.8% |
| Participant deferral / active EE | $4,416 | $3,240+36.3% | $4,264+3.6% | $5,087-13.2% |
| Admin fee / account holder | $97 | $114-14.6% | $5,654-98.3% | $269-63.8% |