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 |
|---|---|---|
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $102,873 |
Filed as: FIDELITY INVESTMENTS INST OP CO Service code 37 · EIN 04-2647786 | Loan Processing | $82,649 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,227 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $250,662 | $112,686+122.4% | $169,993+47.5% | $80,160+212.7% |
| Participation rate | 91.2% | 87.4%+3.8pp | 87.0%+4.2pp | 72.9%+18.3pp |
| Annual return | 22.54% | 67.04%-44.5pp | 53.37%-30.8pp | 40.38%-17.8pp |
| Employer contribution / active EE | $7,806 | $4,481+74.2% | $6,785+15.0% | $2,978+162.1% |
| Participant deferral / active EE | $20,729 | $7,876+163.2% | $10,408+99.2% | $5,017+313.1% |
| Admin fee / account holder | $109 | $99+9.7% | $12,815-99.2% | $145-25.0% |