Filed December 30, 1992
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 |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Service code 16 · EIN 36-4001764 | Consulting | $46,298 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 16 · EIN 06-1053228 | Consulting | $31,521 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,829 |
Filed as: FIDELITY INVEST INS OPERATIONS CO. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVEST INST OPERATIONS CO. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVEST. INST'L OPERATIONS Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVES INST OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$31,055 |
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 | $318,224 | $91,407+248.1% | $135,903+134.2% | $71,457+345.3% |
| Participation rate | 94.3% | 75.7%+18.6pp | 81.9%+12.4pp | 67.9%+26.3pp |
| Annual return | 19.80% | 29.90%-10.1pp | 68.23%-48.4pp | 28.85%-9.0pp |
| Employer contribution / active EE | $10,947 | $3,703+195.6% | $4,856+125.4% | $2,588+323.1% |
| Participant deferral / active EE | $14,005 | $7,092+97.5% | $7,758+80.5% | $4,289+226.6% |
| Admin fee / account holder | $266 | $1,266-79.0% | $10,762-97.5% | $1,587-83.2% |