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 INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | $114,107 |
STRATEGIC ADVISORS, INC.7 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,145 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years 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 | $371,754 | $65,908+464.1% | $81,812+354.4% | $77,643+378.8% |
| Participation rate | 73.8% | 65.8%+8.0pp | 72.3%+1.5pp | 70.6%+3.3pp |
| Annual return | 15.90% | 26.64%-10.7pp | 773.79%-757.9pp | 31.24%-15.3pp |
| Employer contribution / active EE | $20,046 | $2,370+745.7% | $2,912+588.3% | $2,726+635.4% |
| Participant deferral / active EE | $13,452 | $3,505+283.7% | $4,319+211.5% | $4,647+189.5% |
| Admin fee / account holder | $247 | $526-53.1% | $7,386-96.7% | $430-42.7% |