Filed September 22, 1992
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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $627,516 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $426,097 |
Service code 27 · EIN 46-3868027 | Advisory (Plan) | $70,000 |
GREERWALKER LLP2 years Filed as: GREERWALKER, LLP Service code 10 · EIN 56-1434747 | Accounting | $32,400 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,867 | $244,991-57.2% | $106,201-1.3% | $106,408-1.4% |
| Participation rate | 91.6% | 88.4%+3.3pp | 75.3%+16.4pp | 69.9%+21.8pp |
| Annual return | 16.88% | 13.48%+3.4pp | 116.26%-99.4pp | 17.37%-0.5pp |
| Employer contribution / active EE | $3,863 | $8,816-56.2% | $3,170+21.9% | $3,361+14.9% |
| Participant deferral / active EE | $5,489 | $11,442-52.0% | $5,012+9.5% | $5,567-1.4% |
| Admin fee / account holder | $95 | $88+8.3% | $11,039-99.1% | $79+20.4% |