Filed October 11, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INSTL OPERS CO Service code 37 · EIN 04-2647786 | Loan Processing | $916,163 |
BAKER TILLY US, LLP7 years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 30-1413433 1000 COMMERCE PARK DR · WILLIAMSPORT, PA 17701 | Accounting | $22,050 |
SMITH & DOWNEY1 year Service code 16 · EIN 52-1833270 | Consulting | $575 |
Filed as: FIDELITY INVESTMENTS INSTL OPERS Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,824 | $73,283+26.7% | $155,509-40.3% | $106,382-12.7% |
| Participation rate | 97.6% | 73.3%+24.3pp | 78.2%+19.4pp | 69.9%+27.7pp |
| Annual return | 14.34% | 15.77%-1.4pp | 64.67%-50.3pp | 17.37%-3.0pp |
| Employer contribution / active EE | $4,482 | $2,247+99.4% | $4,672-4.1% | $3,364+33.2% |
| Participant deferral / active EE | $3,859 | $4,580-15.7% | $5,626-31.4% | $5,569-30.7% |
| Admin fee / account holder | $39 | $56-30.1% | $15,912-99.8% | $79-50.5% |