Filed March 3, 1997
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 | $387,471 |
MERCER6 years Service code 16 · EIN 13-2834414 | Consulting | $339,402 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $285,571 |
BDO USA, LLP10+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $26,575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,239 | $2,679,533-96.1% | $164,813-36.1% | $199,593-47.3% |
| Participation rate | 96.0% | 78.3%+17.7pp | 78.6%+17.4pp | 72.0%+24.0pp |
| Annual return | 15.39% | 17.93%-2.5pp | 69.93%-54.5pp | 34.25%-18.9pp |
| Employer contribution / active EE | $2,280 | $2,970-23.2% | $4,341-47.5% | $3,034-24.9% |
| Participant deferral / active EE | $8,863 | $5,010+76.9% | $6,031+47.0% | $5,087+74.2% |
| Admin fee / account holder | $147 | $1,982-92.6% | $12,690-98.8% | $269-45.4% |