Filed December 9, 1999 (most recent of 4 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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON - STROZ FRIEDBERG Service code 49 · EIN 13-4103664 | Other Services | $3,956 |
WALLACH & ASSOCIATES1 year Service code 16 · EIN 22-3348744 | Consulting | $3,298 |
RUSSELL TRUST COMPANY3 years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175092 | Investment Management | $1,866 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,780 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,553 | $92,055+4.9% | $106,213-9.1% | $77,643+24.4% |
| Participation rate | 91.3% | 81.0%+10.3pp | 75.3%+16.1pp | 70.6%+20.8pp |
| Annual return | 10.55% | 17.91%-7.4pp | 116.14%-105.6pp | 31.24%-20.7pp |
| Employer contribution / active EE | $4,029 | $3,367+19.7% | $3,171+27.1% | $2,726+47.8% |
| Participant deferral / active EE | $4,654 | $5,386-13.6% | $5,016-7.2% | $4,647+0.1% |
| Admin fee / account holder | $12 | $219-94.5% | $11,033-99.9% | $430-97.2% |