Filed August 3, 1998
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 MANAGEMENT TRUST CO Service code 17 · EIN 04-2723880 | Pension Consulting | $1,076,577 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $44,750 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 10 · EIN 13-4008324 | Accounting | $22,874 |
INDEPENDENT FINANCIAL PARTNERS2+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $13,720 |
Filed as: FIDELITY INVEST INSTIT OPS CO INC Service code 15 · EIN 04-2647786 | Recordkeeping | $8,668 |
See 1 actuary disclosure. $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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $295,226-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.7%-14.7pp | 0.0%0pp |
| Annual return | 7.72% | 9.19%-1.5pp | 4.64%+3.1pp | 9.19%-1.5pp |
| Employer contribution / active EE | $13,746 | $12,608+9.0% | $35,349-61.1% | $12,608+9.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $461-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $343,074-100.0% | $2,655,710-100.0% |