Filed September 30, 1999
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 | $141,556 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,780 |
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 | $73,693 | $112,623-34.6% | $106,213-30.6% | $199,593-63.1% |
| Participation rate | 99.4% | 86.2%+13.1pp | 75.3%+24.1pp | 72.0%+27.4pp |
| Annual return | 15.82% | 15.57%+0.3pp | 116.14%-100.3pp | 34.25%-18.4pp |
| Employer contribution / active EE | $4,390 | $4,575-4.0% | $3,171+38.4% | $3,034+44.7% |
| Participant deferral / active EE | $7,082 | $6,659+6.3% | $5,016+41.2% | $5,087+39.2% |
| Admin fee / account holder | $83 | $107-22.4% | $11,033-99.2% | $269-69.1% |