Filed February 6, 1998 (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 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 | $25,568 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,281 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,521 | $98,727+130.5% | $113,168+101.0% | $85,563+165.9% |
| Participation rate | 77.3% | 80.8%-3.5pp | 76.6%+0.7pp | 66.0%+11.3pp |
| Annual return | 15.68% | 17.43%-1.7pp | 24.27%-8.6pp | 31.51%-15.8pp |
| Employer contribution / active EE | $7,352 | $2,907+152.9% | $2,975+147.1% | $2,654+177.1% |
| Participant deferral / active EE | $4,743 | $5,424-12.6% | $5,107-7.1% | $4,375+8.4% |
| Admin fee / account holder | $42 | $357-88.3% | $12,068-99.7% | $834-95.0% |