Filed June 11, 2019
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 MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-3532603 | Plan Administrator | $66,947 |
Filed as: BARNES DENNIG & CO. Service code 10 · EIN 31-1119890 | Accounting | $8,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,419 | $65,435-26.0% | $86,677-44.1% | $66,914-27.6% |
| Participation rate | 94.3% | 75.5%+18.8pp | 76.6%+17.7pp | 69.8%+24.5pp |
| Annual return | -13.85% | -10.89%-3.0pp | 35.91%-49.8pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,590 | $2,153-26.1% | $2,836-43.9% | $2,544-37.5% |
| Participant deferral / active EE | $4,514 | $4,100+10.1% | $4,656-3.0% | $4,237+6.5% |
| Admin fee / account holder | $301 | $642-53.1% | $7,493-96.0% | $593-49.3% |