Filed January 25, 1999
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 | $2,034,183 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,152,972 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,303 | $77,577-57.1% | $101,794-67.3% | $140,769-76.3% |
| Participation rate | 38.2% | 56.8%-18.6pp | 69.2%-31.0pp | 74.2%-35.9pp |
| Annual return | 18.39% | 14.47%+3.9pp | 30.53%-12.1pp | 16.82%+1.6pp |
| Employer contribution / active EE | $861 | $1,318-34.7% | $2,289-62.4% | $3,906-78.0% |
| Participant deferral / active EE | $1,568 | $2,205-28.9% | $4,084-61.6% | $6,717-76.7% |
| Admin fee / account holder | $19 | $84-78.0% | $8,777-99.8% | $229-91.9% |