Filed December 17, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $208,102 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $123,587 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,617 | $122,693-5.0% | $184,203-36.7% | $199,593-41.6% |
| Participation rate | 97.9% | 86.8%+11.1pp | 86.8%+11.1pp | 72.0%+25.9pp |
| Annual return | 18.22% | 143.91%-125.7pp | 28.81%-10.6pp | 34.25%-16.0pp |
| Employer contribution / active EE | $4,197 | $4,584-8.5% | $6,427-34.7% | $3,034+38.3% |
| Participant deferral / active EE | $8,180 | $7,990+2.4% | $9,131-10.4% | $5,087+60.8% |
| Admin fee / account holder | $60 | $121-50.0% | $13,901-99.6% | $269-77.6% |