Filed January 22, 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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $94,605 |
Filed as: HIGHLAND CAPITAL ADVISORS LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $44,308 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,961 |
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 | $52,565 | $50,815+3.4% | $155,509-66.2% | $77,643-32.3% |
| Participation rate | 95.4% | 63.1%+32.3pp | 78.2%+17.2pp | 70.6%+24.8pp |
| Annual return | 16.67% | 34.80%-18.1pp | 64.67%-48.0pp | 31.24%-14.6pp |
| Employer contribution / active EE | $3,063 | $1,993+53.7% | $4,672-34.5% | $2,726+12.4% |
| Participant deferral / active EE | $4,740 | $2,822+67.9% | $5,626-15.8% | $4,647+2.0% |
| Admin fee / account holder | $153 | $437-64.9% | $15,912-99.0% | $430-64.4% |