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 & CO4+ years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $10,484 |
MEADEN & MOORE, LTD.4+ 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 | $5,982 |
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 | $128,705 | $64,457+99.7% | $111,392+15.5% | $55,725+131.0% |
| Participation rate | 73.5% | 79.7%-6.1pp | 78.9%-5.3pp | 70.9%+2.7pp |
| Annual return | -4.44% | -19.97%+15.5pp | -2.06%-2.4pp | 244.93%-249.4pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $4,328-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,329 | $5,219+2.1% | $5,567-4.3% | $3,356+58.8% |
| Admin fee / account holder | $36 | $112-67.9% | $12,266-99.7% | $115-68.8% |