Filed September 29, 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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $42,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,223 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,006 | $86,944+66.8% | $107,525+34.9% | $74,304+95.2% |
| Participation rate | 92.6% | 59.6%+33.1pp | 75.1%+17.6pp | 60.3%+32.3pp |
| Annual return | 13.93% | 23.52%-9.6pp | 181.32%-167.4pp | 29.43%-15.5pp |
| Employer contribution / active EE | $2,710 | $2,757-1.7% | $3,754-27.8% | $2,241+20.9% |
| Participant deferral / active EE | $5,315 | $3,554+49.5% | $5,116+3.9% | $3,767+41.1% |
| Admin fee / account holder | $234 | $3,727-93.7% | $8,919-97.4% | $2,969-92.1% |