Filed May 5, 1993 (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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $24,506 |
CARON & BLETZER, PLLC11+ years Service code 10 · EIN 04-3499945 | Accounting | $22,865 |
MERCER11+ years Service code 11 · EIN 13-2834414 | Actuarial | $20,000 |
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 | $326,320 | $102,872+217.2% | $100,534+224.6% | $102,872+217.2% |
| Participation rate | 99.3% | 73.0%+26.3pp | 80.6%+18.7pp | 73.0%+26.3pp |
| Annual return | 16.37% | 19.06%-2.7pp | 32.66%-16.3pp | 19.06%-2.7pp |
| Employer contribution / active EE | $9,726 | $3,526+175.8% | $4,346+123.8% | $3,526+175.8% |
| Participant deferral / active EE | $13,580 | $5,535+145.4% | $6,144+121.0% | $5,535+145.4% |
| Admin fee / account holder | $45 | $292-84.6% | $7,654-99.4% | $292-84.6% |