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 | $1,015,409 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $19,570 |
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 | $69,779 | $58,202+19.9% | $172,739-59.6% | $89,569-22.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 22.61% | 61.59%-39.0pp | 802.84%-780.2pp | 34.56%-11.9pp |
| Employer contribution / active EE | $3,778 | $1,759+114.8% | $5,143-26.5% | $2,584+46.2% |
| Participant deferral / active EE | $2,987 | $3,335-10.4% | $5,198-42.5% | $4,220-29.2% |
| Admin fee / account holder | $48 | $53-8.2% | $13,954-99.7% | $72-32.7% |