Filed December 13, 2001
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 Service code 37 · EIN 04-2647786 | Loan Processing | $125,082 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING INC. Service code 16 · EIN 84-0854432 | Consulting | $23,917 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $11,550 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,395 | $139,767+83.4% | $153,485+67.0% | $199,593+28.5% |
| Participation rate | 96.4% | 85.1%+11.3pp | 77.1%+19.4pp | 72.0%+24.5pp |
| Annual return | 15.35% | 20.59%-5.2pp | 15.65%-0.3pp | 34.25%-18.9pp |
| Employer contribution / active EE | $8,839 | $6,517+35.6% | $5,039+75.4% | $3,034+191.3% |
| Participant deferral / active EE | $13,395 | $8,055+66.3% | $6,757+98.2% | $5,087+163.3% |
| Admin fee / account holder | $52 | $98-46.7% | $12,724-99.6% | $269-80.6% |