Filed February 28, 1996 (most recent of 3 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 8-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 |
|---|---|---|
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $12,900 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,000 |
ALLIANZ GLOBAL INVESTORS2 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON2 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 13-3155639 | Indirect Investment Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,608 | $62,586+103.9% | $76,768+66.2% | $64,186+98.8% |
| Participation rate | 97.5% | 72.8%+24.7pp | 77.0%+20.5pp | 69.6%+27.9pp |
| Annual return | -0.07% | -1.95%+1.9pp | 2.43%-2.5pp | 7.63%-7.7pp |
| Employer contribution / active EE | $1,665 | $1,832-9.1% | $2,485-33.0% | $2,381-30.1% |
| Participant deferral / active EE | $5,448 | $3,145+73.3% | $3,852+41.5% | $3,470+57.0% |
| Admin fee / account holder | $84 | $4,667-98.2% | $6,675-98.7% | $4,888-98.3% |