Filed May 2, 2000 (most recent of 5 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 | $11,198 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,347 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $157,242 | $73,360+114.3% | $177,989-11.7% | $74,495+111.1% |
| Participation rate | 50.0% | 66.6%-16.6pp | 77.1%-27.1pp | 67.2%-17.2pp |
| Annual return | 15.85% | 17.49%-1.6pp | 294.48%-278.6pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $1,585 | $2,216-28.5% | $3,949-59.9% | $2,623-39.6% |
| Participant deferral / active EE | $3,160 | $4,513-30.0% | $6,276-49.7% | $4,346-27.3% |
| Admin fee / account holder | $113 | $1,808-93.7% | $10,363-98.9% | $1,942-94.2% |