Filed November 2, 1995
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INV INST OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $1,274,898 |
AON CONSULTING1 year Filed as: AON CONSULTING INC Service code 16 · EIN 22-2232264 | Consulting | $44,940 |
BAKER & HOSTETLER LLP6 years Service code 29 · EIN 34-0082025 | Legal | $44,013 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,985 | $171,977-3.5% | $200,582-17.2% | $140,769+17.9% |
| Participation rate | 95.4% | 93.2%+2.2pp | 86.9%+8.5pp | 74.2%+21.3pp |
| Annual return | 11.01% | 19.20%-8.2pp | 42.33%-31.3pp | 16.82%-5.8pp |
| Employer contribution / active EE | $3,642 | $6,031-39.6% | $6,419-43.3% | $3,906-6.8% |
| Participant deferral / active EE | $6,182 | $9,366-34.0% | $9,331-33.8% | $6,717-8.0% |
| Admin fee / account holder | $17 | $68-74.6% | $16,305-99.9% | $229-92.5% |