Filed January 28, 1998 (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 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 Service code 37 · EIN 04-2647786 | Loan Processing | $209,764 |
COHNREZNICK LLP5 years Service code 10 · EIN 22-1478099 | Accounting | $44,032 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $265,140 | $86,936+205.0% | $103,333+156.6% | $99,062+167.7% |
| Participation rate | 99.5% | 81.7%+17.9pp | 74.5%+25.0pp | 71.6%+27.9pp |
| Annual return | 18.18% | 14.99%+3.2pp | 24.88%-6.7pp | 17.66%+0.5pp |
| Employer contribution / active EE | $9,872 | $3,925+151.5% | $3,868+155.2% | $3,262+202.6% |
| Participant deferral / active EE | $12,382 | $3,825+223.7% | $5,057+144.8% | $5,331+132.2% |
| Admin fee / account holder | $24 | $140-82.7% | $8,355-99.7% | $109-77.8% |