Filed July 31, 1989
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 |
|---|---|---|
MEADEN & MOORE, LTD.3 years Filed as: MEADEN AND MOORE, LTD Service code 10 · EIN 34-1818258 | Accounting | $9,300 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$4,203 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,489 | $96,486+99.5% | $153,485+25.4% | $77,643+147.9% |
| Participation rate | 79.6% | 81.6%-2.0pp | 77.1%+2.5pp | 70.6%+9.0pp |
| Annual return | 16.55% | 14.44%+2.1pp | 15.65%+0.9pp | 31.24%-14.7pp |
| Employer contribution / active EE | $319 | $5,224-93.9% | $5,039-93.7% | $2,726-88.3% |
| Participant deferral / active EE | $7,519 | $6,609+13.8% | $6,757+11.3% | $4,647+61.8% |
| Admin fee / account holder | $19 | $182-89.8% | $12,724-99.9% | $430-95.7% |