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 | $1,223,257 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $18,000 |
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 | $79,971 | $66,513+20.2% | $178,490-55.2% | $106,222-24.7% |
| Participation rate | 100.0% | 73.8%+26.2pp | 81.9%+18.1pp | 70.8%+29.2pp |
| Annual return | 16.87% | 21.81%-4.9pp | 151.07%-134.2pp | 21.69%-4.8pp |
| Employer contribution / active EE | $4,340 | $1,776+144.4% | $5,011-13.4% | $2,723+59.3% |
| Participant deferral / active EE | $3,557 | $3,679-3.3% | $5,202-31.6% | $4,600-22.7% |
| Admin fee / account holder | $54 | $53+1.6% | $13,984-99.6% | $78-30.7% |