Filed June 23, 1999
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 | $107,682 |
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,213 |
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 | $84,052 | $55,416+51.7% | $75,972+10.6% | $77,643+8.3% |
| Participation rate | 95.9% | 63.6%+32.3pp | 69.1%+26.8pp | 70.6%+25.3pp |
| Annual return | 14.61% | 17.07%-2.5pp | 359.55%-344.9pp | 31.24%-16.6pp |
| Employer contribution / active EE | $2,719 | $1,788+52.1% | $2,685+1.3% | $2,726-0.2% |
| Participant deferral / active EE | $5,372 | $3,447+55.9% | $4,255+26.2% | $4,647+15.6% |
| Admin fee / account holder | $145 | $414-65.0% | $6,467-97.8% | $430-66.3% |