Filed November 15, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $43,314 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $33,222 |
PRICEKUBECKA PLLC1 year Filed as: PRICEKUBECKA Service code 10 · EIN 75-2783674 16775 ADDISON ROAD · ADDISON, TX 75001 | Accounting | $10,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,387 | $102,605-34.3% | $145,661-53.7% | $84,808-20.5% |
| Participation rate | 71.9% | 74.3%-2.3pp | 77.2%-5.3pp | 68.3%+3.6pp |
| Annual return | 14.73% | 26.50%-11.8pp | 101.46%-86.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $245 | $3,325-92.6% | $4,238-94.2% | $2,631-90.7% |
| Participant deferral / active EE | $2,460 | $5,750-57.2% | $7,198-65.8% | $4,212-41.6% |
| Admin fee / account holder | $248 | $8,758-97.2% | $12,466-98.0% | $7,344-96.6% |