Filed August 11, 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 16 · EIN 36-4291971 | Consulting | $33,750 |
BDO USA, LLP5 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $24,976 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,238 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $827 |
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 | $122,099 | $96,486+26.5% | $153,485-20.4% | $77,643+57.3% |
| Participation rate | 95.5% | 81.6%+13.9pp | 77.1%+18.5pp | 70.6%+25.0pp |
| Annual return | 16.85% | 14.44%+2.4pp | 15.65%+1.2pp | 31.24%-14.4pp |
| Employer contribution / active EE | $2,676 | $5,224-48.8% | $5,039-46.9% | $2,726-1.8% |
| Participant deferral / active EE | $7,630 | $6,609+15.5% | $6,757+12.9% | $4,647+64.2% |
| Admin fee / account holder | $124 | $182-32.3% | $12,724-99.0% | $430-71.3% |