Filed December 3, 1999
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 Filed as: FIDELITY INVESTMENTS INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | $98,333 |
STRATEGIC ADVISORS, INC.8 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,494 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $351,409 | $61,058+475.5% | $71,209+393.5% | $85,563+310.7% |
| Participation rate | 100.0% | 58.6%+41.4pp | 73.8%+26.2pp | 66.0%+34.0pp |
| Annual return | 17.49% | 100.41%-82.9pp | 282.51%-265.0pp | 31.51%-14.0pp |
| Employer contribution / active EE | $15,913 | $2,199+623.8% | $2,721+484.8% | $2,654+499.7% |
| Participant deferral / active EE | $11,051 | $3,173+248.3% | $4,175+164.7% | $4,375+152.6% |
| Admin fee / account holder | $176 | $855-79.4% | $5,349-96.7% | $834-78.9% |