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 | $1,244,799 |
BAKER TILLY US, LLP5 years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $20,188 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,027 | $83,057-16.9% | $143,757-52.0% | $89,394-22.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 80.3%+19.7pp | 71.3%+28.7pp |
| Annual return | -16.65% | -13.97%-2.7pp | -0.04%-16.6pp | -11.89%-4.8pp |
| Employer contribution / active EE | $4,292 | $2,095+104.9% | $4,951-13.3% | $3,022+42.0% |
| Participant deferral / active EE | $3,690 | $4,281-13.8% | $5,637-34.5% | $5,123-28.0% |
| Admin fee / account holder | $52 | $83-37.4% | $14,673-99.6% | $79-34.6% |