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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | $94,527 |
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,848 |
Filed as: FIDELITY INVESTMENTS 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 | $316,291 | $52,208+505.8% | $86,612+265.2% | $74,419+325.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 21.08% | 44.46%-23.4pp | 591.07%-570.0pp | 34.38%-13.3pp |
| Employer contribution / active EE | $19,564 | $2,282+757.3% | $3,022+547.3% | $2,637+641.8% |
| Participant deferral / active EE | $13,217 | $3,383+290.7% | $4,438+197.8% | $4,528+191.9% |
| Admin fee / account holder | $199 | $319-37.6% | $5,614-96.5% | $348-42.8% |