Filed April 3, 2000 (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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $193,804 |
FOLEY & LARDNER LLP3 years Service code 29 · EIN 39-0473800 | Legal | $1,716 |
BLACKROCK7 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 47-1246942 | Investment Management | $0 |
DODGE & COX10+ years Service code 60 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Sub-TA Fees | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY MANAGEMENT TRUST CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 60 · EIN 20-8080381 | Sub-TA Fees | $0 |
OAKMARK8 years Service code 60 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Sub-TA Fees | $0 |
RELIANCE TRUST COMPANY8 years Service code 60 · EIN 35-7085469 | Sub-TA Fees | $0 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST CO Service code 52 · EIN 81-4017137 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $131,844 | $148,970-11.5% | $136,007-3.1% | $199,593-33.9% |
| Participation rate | 98.8% | 79.4%+19.5pp | 76.5%+22.4pp | 72.0%+26.9pp |
| Annual return | 18.22% | 27.07%-8.8pp | 579.32%-561.1pp | 34.25%-16.0pp |
| Employer contribution / active EE | $4,251 | $3,561+19.4% | $4,217+0.8% | $3,034+40.1% |
| Participant deferral / active EE | $8,260 | $6,140+34.5% | $7,025+17.6% | $5,087+62.4% |
| Admin fee / account holder | $71 | $144-50.7% | $6,858-99.0% | $269-73.6% |