Filed February 28, 1996
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 |
|---|---|---|
Filed as: FIDELITY INVEST INST OPER CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $129,840 |
HARBOR4 years Filed as: HARBOR INVESTMENT ADVISORY LLC Service code 27 · EIN 90-0497525 | Advisory (Plan) | $102,000 |
WINDHAM BRANNON7+ years Service code 10 · EIN 58-1763439 3630 PEACHTREE RD, NE, SUITE 600 · ATLANTA, GA 30326 | Accounting | $17,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,439 | $67,512-71.2% | $185,823-89.5% | $93,030-79.1% |
| Participation rate | 80.1% | 67.1%+13.0pp | 81.7%-1.6pp | 73.9%+6.2pp |
| Annual return | 10.76% | 21.04%-10.3pp | 122.05%-111.3pp | 158.70%-147.9pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $2,505 | $3,035-17.5% | $5,568-55.0% | $4,562-45.1% |
| Admin fee / account holder | $70 | $318-77.8% | $16,237-99.6% | $152-53.6% |