Filed August 1, 1995
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 | $113,526 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $64,983 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,987 | $49,468+83.9% | $150,298-39.5% | $103,975-12.5% |
| Participation rate | 89.6% | 58.1%+31.5pp | 77.8%+11.8pp | 72.5%+17.1pp |
| Annual return | 17.73% | 38.98%-21.3pp | 62.79%-45.1pp | 19.41%-1.7pp |
| Employer contribution / active EE | $4,051 | $1,670+142.6% | $4,154-2.5% | $3,722+8.8% |
| Participant deferral / active EE | $4,902 | $2,650+85.0% | $5,453-10.1% | $5,343-8.2% |
| Admin fee / account holder | $97 | $385-74.9% | $14,116-99.3% | $332-70.9% |