Filed November 22, 1999 (most recent of 2 filings on file)
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 Service code 37 · EIN 04-2647786 | Loan Processing | $348,408 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $233,064 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $31,500 |
MARQUETTE ASSOCIATES1 year Service code 16 · EIN 36-3485298 | Consulting | $30,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,783 | $115,444-14.4% | $65,493+50.8% | $102,872-4.0% |
| Participation rate | 89.9% | 71.2%+18.8pp | 73.1%+16.8pp | 73.0%+16.9pp |
| Annual return | 17.82% | 15.94%+1.9pp | 982.45%-964.6pp | 19.06%-1.2pp |
| Employer contribution / active EE | $4,773 | $3,409+40.0% | $2,574+85.4% | $3,526+35.3% |
| Participant deferral / active EE | $7,530 | $4,118+82.8% | $3,961+90.1% | $5,535+36.1% |
| Admin fee / account holder | $90 | $123-26.6% | $5,028-98.2% | $292-69.1% |