Filed December 15, 1994
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 | $57,705 |
Filed as: SAGEVIEW A Service code 16 · EIN 33-0818667 | Consulting | $20,455 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,749 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,776 | $55,331+17.1% | $81,812-20.8% | $199,593-67.5% |
| Participation rate | 32.6% | 62.5%-29.9pp | 72.3%-39.7pp | 72.0%-39.3pp |
| Annual return | 15.04% | 19.59%-4.6pp | 773.79%-758.8pp | 34.25%-19.2pp |
| Employer contribution / active EE | $950 | $2,101-54.8% | $2,912-67.4% | $3,034-68.7% |
| Participant deferral / active EE | $1,370 | $3,283-58.3% | $4,319-68.3% | $5,087-73.1% |
| Admin fee / account holder | $95 | $346-72.6% | $7,386-98.7% | $269-64.8% |