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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $270,077 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $71,769 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,147 | $103,282-50.5% | $81,382-37.2% | $99,062-48.4% |
| Participation rate | 34.7% | 73.2%-38.5pp | 69.5%-34.8pp | 71.6%-36.9pp |
| Annual return | 16.11% | 15.11%+1.0pp | 24.73%-8.6pp | 17.66%-1.5pp |
| Employer contribution / active EE | $935 | $3,061-69.4% | $2,463-62.0% | $3,262-71.3% |
| Participant deferral / active EE | $1,812 | $4,549-60.2% | $3,883-53.3% | $5,331-66.0% |
| Admin fee / account holder | $94 | $78+19.2% | $5,768-98.4% | $109-14.2% |