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 |
|---|---|---|
HARTLAND & CO2+ years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $10,294 |
MEADEN & MOORE, LTD.2+ years Service code 10 · EIN 34-1818258 | Accounting | $9,600 |
Filed as: FIDELITY INV INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $8,264 |
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 | $110,348 | $98,217+12.4% | $105,722+4.4% | $63,975+72.5% |
| Participation rate | 62.4% | 81.9%-19.5pp | 78.9%-16.5pp | 71.1%-8.7pp |
| Annual return | 6.34% | 20.18%-13.8pp | 12.25%-5.9pp | 48.65%-42.3pp |
| Employer contribution / active EE | $0 | $4,802-100.0% | $4,079-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $4,325 | $6,019-28.1% | $5,326-18.8% | $3,356+28.9% |
| Admin fee / account holder | $35 | $70-49.2% | $8,308-99.6% | $70-49.6% |