Filed February 26, 1996
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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO Service code 37 · EIN 04-2647786 | Loan Processing | $158,381 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,282 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,478 | $95,918+122.6% | $151,611+40.8% | $77,904+174.0% |
| Participation rate | 89.3% | 88.7%+0.6pp | 87.5%+1.8pp | 73.7%+15.7pp |
| Annual return | -12.83% | -5.50%-7.3pp | 3.33%-16.2pp | 12.21%-25.0pp |
| Employer contribution / active EE | $6,676 | $4,330+54.2% | $6,166+8.3% | $2,848+134.4% |
| Participant deferral / active EE | $17,173 | $7,508+128.7% | $8,363+105.3% | $4,806+257.3% |
| Admin fee / account holder | $95 | $93+1.5% | $11,616-99.2% | $133-28.6% |