Filed June 17, 1998
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 | $29,784 |
LBMC, PC2 years Service code 10 · EIN 62-1199757 | Accounting | $10,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,574 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,003 | $92,055+28.2% | $106,213+11.1% | $77,643+52.0% |
| Participation rate | 69.2% | 81.0%-11.8pp | 75.3%-6.0pp | 70.6%-1.3pp |
| Annual return | 12.82% | 17.91%-5.1pp | 116.14%-103.3pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,064 | $3,367-38.7% | $3,171-34.9% | $2,726-24.3% |
| Participant deferral / active EE | $4,977 | $5,386-7.6% | $5,016-0.8% | $4,647+7.1% |
| Admin fee / account holder | $105 | $219-52.1% | $11,033-99.0% | $430-75.6% |