Filed February 1, 1999 (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 3-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 INVEST INST OPER CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $124,103 |
FORVIS MAZARS, LLP2 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $30,036 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,865-100.0% | $149,718-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 88.2%-88.2pp | 87.1%-87.1pp | 82.8%-82.8pp |
| Annual return | 11.89% | 2113.22%-2101.3pp | 1501.63%-1489.7pp | 578.55%-566.7pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $7,271-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |