Filed April 21, 1995 (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 | $87,456 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,638 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $24,150 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $118,578 | $92,055+28.8% | $106,213+11.6% | $77,643+52.7% |
| Participation rate | 83.3% | 81.0%+2.3pp | 75.3%+8.0pp | 70.6%+12.7pp |
| Annual return | 10.07% | 17.91%-7.8pp | 116.14%-106.1pp | 31.24%-21.2pp |
| Employer contribution / active EE | $1,700 | $3,367-49.5% | $3,171-46.4% | $2,726-37.6% |
| Participant deferral / active EE | $5,787 | $5,386+7.4% | $5,016+15.4% | $4,647+24.5% |
| Admin fee / account holder | $145 | $219-33.7% | $11,033-98.7% | $430-66.2% |