Filed May 14, 1998 (most recent of 3 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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $298,957 |
SAGEWORTH TRUST COMPANY1 year Filed as: SAGE WORTH Service code 16 · EIN 23-3089620 | Consulting | $150,973 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,558 |
SMITH & DOWNEY9 years Filed as: SMITH AND DOWNEY Service code 16 · EIN 52-1839270 | Consulting | $12,485 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Form 5500 reported that benefits due were not provided when due.
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 | $54,323 | $76,173-28.7% | $81,382-33.2% | $199,593-72.8% |
| Participation rate | 96.9% | 76.3%+20.7pp | 69.5%+27.4pp | 72.0%+25.0pp |
| Annual return | 14.99% | 15.59%-0.6pp | 24.73%-9.7pp | 34.25%-19.3pp |
| Employer contribution / active EE | $2,309 | $2,792-17.3% | $2,463-6.3% | $3,034-23.9% |
| Participant deferral / active EE | $4,583 | $4,201+9.1% | $3,883+18.0% | $5,087-9.9% |
| Admin fee / account holder | $103 | $146-29.1% | $5,768-98.2% | $269-61.5% |