Filed March 11, 1996
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 | $50,687 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $40,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $169,158 | $101,499+66.7% | $147,005+15.1% | $74,546+126.9% |
| Participation rate | 85.8% | 75.5%+10.3pp | 82.2%+3.7pp | 67.2%+18.6pp |
| Annual return | 13.78% | 8732.34%-8718.6pp | 418.76%-405.0pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $3,372 | $3,811-11.5% | $4,934-31.7% | $2,624+28.5% |
| Participant deferral / active EE | $9,751 | $7,304+33.5% | $8,070+20.8% | $4,347+124.3% |
| Admin fee / account holder | $306 | $1,748-82.5% | $13,006-97.6% | $1,944-84.2% |