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 |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $35,836 |
CLIFFS NATURAL RESOURCES INC.1+ years Service code 14 · EIN 34-1464672 | Plan Administrator | $9,606 |
MEADEN & MOORE, LTD.1+ years Service code 10 · EIN 34-1818258 | Accounting | $9,600 |
HARTLAND & CO1+ years Service code 16 · EIN 34-1597728 | Consulting | $9,070 |
Filed as: FIDELITY INV INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $8,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,751 | $88,646+15.9% | $90,223+13.9% | $59,188+73.6% |
| Participation rate | 67.8% | 84.8%-17.0pp | 79.0%-11.3pp | 69.4%-1.7pp |
| Annual return | 1.83% | 11.82%-10.0pp | 1.31%+0.5pp | 5.51%-3.7pp |
| Employer contribution / active EE | $0 | $5,463-100.0% | $4,378-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $5,063 | $6,586-23.1% | $5,792-12.6% | $3,265+55.1% |
| Admin fee / account holder | $87 | $63+37.8% | $7,406-98.8% | $92-6.2% |