Filed January 31, 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 |
|---|---|---|
FINANCIAL ENGINES10+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $249,784 |
FID INV INST OPS CO8 years Service code 60 | Sub-TA Fees | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364,971 | $96,486+278.3% | $153,485+137.8% | $77,643+370.1% |
| Participation rate | 95.4% | 81.6%+13.7pp | 77.1%+18.3pp | 70.6%+24.8pp |
| Annual return | 14.31% | 14.44%-0.1pp | 15.65%-1.3pp | 31.24%-16.9pp |
| Employer contribution / active EE | $19,730 | $5,224+277.7% | $5,039+291.6% | $2,726+623.8% |
| Participant deferral / active EE | $13,622 | $6,609+106.1% | $6,757+101.6% | $4,647+193.1% |
| Admin fee / account holder | $218 | $182+19.3% | $12,724-98.3% | $430-49.4% |