Filed September 17, 1998
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 | $226,518 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,126 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $26,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $134,364 | $110,299+21.8% | $102,423+31.2% | $199,593-32.7% |
| Participation rate | 99.6% | 86.3%+13.4pp | 76.5%+23.1pp | 72.0%+27.7pp |
| Annual return | 15.23% | 35.73%-20.5pp | 29.32%-14.1pp | 34.25%-19.0pp |
| Employer contribution / active EE | $5,607 | $3,603+55.6% | $3,023+85.5% | $3,034+84.8% |
| Participant deferral / active EE | $7,402 | $6,376+16.1% | $5,053+46.5% | $5,087+45.5% |
| Admin fee / account holder | $157 | $122+28.0% | $9,451-98.3% | $269-41.8% |