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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTL OPERS CO Service code 37 · EIN 04-2647786 | Loan Processing | $777,565 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $19,053 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,800 | $46,969+25.2% | $154,107-61.8% | $73,367-19.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 83.0%+17.0pp | 69.5%+30.5pp |
| Annual return | -4.65% | 821.68%-826.3pp | 735.12%-739.8pp | 173.45%-178.1pp |
| Employer contribution / active EE | $3,500 | $1,723+103.1% | $5,298-33.9% | $2,499+40.1% |
| Participant deferral / active EE | $2,855 | $3,162-9.7% | $5,081-43.8% | $4,033-29.2% |
| Admin fee / account holder | $43 | $47-8.3% | $13,411-99.7% | $68-37.5% |