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.6+ years Service code 10 · EIN 34-1818258 | Accounting | $10,400 |
HARTLAND & CO6+ years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $10,023 |
Filed as: FIDELITY INV INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $182,457 | $94,621+92.8% | $138,135+32.1% | $73,409+148.5% |
| Participation rate | 71.1% | 83.4%-12.4pp | 78.7%-7.7pp | 72.2%-1.1pp |
| Annual return | 21.38% | 16.57%+4.8pp | 20.51%+0.9pp | 59.29%-37.9pp |
| Employer contribution / active EE | $5 | $4,410-99.9% | $5,587-99.9% | $2,234-99.8% |
| Participant deferral / active EE | $5,102 | $6,199-17.7% | $6,431-20.7% | $3,805+34.1% |
| Admin fee / account holder | $30 | $140-78.5% | $11,856-99.7% | $158-80.9% |