Filed July 19, 1991
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 50 · EIN 04-2647786 | Direct Payment | $4,726,090 |
BLACK & PINCKARD LLC4 years Filed as: BLACK ROCK INSTITUTIONAL TRUST CO. Service code 50 · EIN 94-3112180 | Direct Payment | $41,081 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,201 | $128,169+51.5% | $147,005+32.1% | $106,408+82.5% |
| Participation rate | 95.2% | 67.3%+27.9pp | 82.2%+13.0pp | 69.9%+25.3pp |
| Annual return | 19.67% | 17.88%+1.8pp | 418.76%-399.1pp | 17.37%+2.3pp |
| Employer contribution / active EE | $4,695 | $3,374+39.1% | $4,934-4.9% | $3,361+39.7% |
| Participant deferral / active EE | $14,223 | $7,665+85.6% | $8,070+76.3% | $5,567+155.5% |
| Admin fee / account holder | $51 | $88-42.6% | $13,006-99.6% | $79-36.2% |