Filed June 6, 1991
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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $298,400 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $101,078 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING RETIREMENT SERVI Service code 16 · EIN 84-4519624 | Consulting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,840 | $140,769-57.5% | $91,541-34.6% | $140,769-57.5% |
| Participation rate | 34.2% | 74.2%-39.9pp | 69.8%-35.6pp | 74.2%-39.9pp |
| Annual return | 20.66% | 16.82%+3.8pp | 20.50%+0.2pp | 16.82%+3.8pp |
| Employer contribution / active EE | $1,042 | $3,906-73.3% | $2,505-58.4% | $3,906-73.3% |
| Participant deferral / active EE | $1,990 | $6,717-70.4% | $4,008-50.3% | $6,717-70.4% |
| Admin fee / account holder | $104 | $229-54.6% | $6,956-98.5% | $229-54.6% |