Filed December 16, 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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $38,002 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $23,608 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,384 | $52,224+9.9% | $88,946-35.5% | $102,872-44.2% |
| Participation rate | 0.0% | 40.8%-40.8pp | 68.8%-68.8pp | 73.0%-73.0pp |
| Annual return | 9.06% | 16.96%-7.9pp | 57.82%-48.8pp | 19.06%-10.0pp |
| Employer contribution / active EE | $406 | $1,241-67.3% | $2,555-84.1% | $3,526-88.5% |
| Participant deferral / active EE | $1,032 | $2,611-60.5% | $4,581-77.5% | $5,535-81.4% |
| Admin fee / account holder | $171 | $1,723-90.1% | $8,261-97.9% | $292-41.5% |