Filed April 22, 1994
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 |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $138,421 |
FIDUCIENT ADVISORS LLC2 years Service code 16 · EIN 36-4001764 | Consulting | $21,037 |
Filed as: FIDUCIARY INVESTMENT ADVISORS,LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $20,742 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES,LLP Service code 99 · EIN 27-1728945 | Other Fees | $20,542 |
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 | $74,142 | $81,908-9.5% | $90,749-18.3% | $64,808+14.4% |
| Participation rate | 95.8% | 80.5%+15.4pp | 75.7%+20.2pp | 71.5%+24.4pp |
| Annual return | -17.04% | -12.53%-4.5pp | -12.16%-4.9pp | 32.82%-49.9pp |
| Employer contribution / active EE | $2,924 | $3,065-4.6% | $2,921+0.1% | $2,506+16.7% |
| Participant deferral / active EE | $4,171 | $4,840-13.8% | $4,564-8.6% | $4,310-3.2% |
| Admin fee / account holder | $158 | $157+0.3% | $8,445-98.1% | $188-16.0% |