Filed March 29, 1995 (most recent of 2 filings on file)
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 | -$21,872 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,815 | $72,994+92.9% | $120,354+17.0% | $77,643+81.4% |
| Participation rate | 91.4% | 55.2%+36.2pp | 71.9%+19.5pp | 70.6%+20.9pp |
| Annual return | 21.20% | 18.23%+3.0pp | 107.15%-85.9pp | 31.24%-10.0pp |
| Employer contribution / active EE | $3,800 | $1,793+111.9% | $3,463+9.7% | $2,726+39.4% |
| Participant deferral / active EE | $5,841 | $3,011+94.0% | $4,991+17.0% | $4,647+25.7% |
| Admin fee / account holder | -$40 | $658-106.0% | $9,423-100.4% | $430-109.2% |