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 |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $10,931 |
HARTLAND & CO3+ years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $10,205 |
MEADEN & MOORE, LTD.3+ years Service code 10 · EIN 34-1818258 | Accounting | $9,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $131,966 | $72,448+82.2% | $118,746+11.1% | $69,631+89.5% |
| Participation rate | 69.0% | 79.7%-10.7pp | 78.3%-9.3pp | 70.7%-1.7pp |
| Annual return | 19.85% | 19.06%+0.8pp | 24.54%-4.7pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $0 | $3,771-100.0% | $4,193-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,044 | $4,943-18.2% | $5,332-24.2% | $3,224+25.4% |
| Admin fee / account holder | $40 | $99-59.7% | $10,720-99.6% | $110-63.9% |