Filed December 14, 1992
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 |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Service code 28 · EIN 20-4668732 | Investment Management | $36,253 |
JONES DAY1+ years Service code 28 · EIN 34-0319085 | Investment Management | $33,934 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS Service code 28 · EIN 91-0189318 | Investment Management | $10,600 |
TIAA1+ years Service code 28 · EIN 13-1624203 | Investment Management | $10,400 |
Filed as: VALIC Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $915 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $350 |
Filed as: FIDELITY INV INS OPS CO INC. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INS OPS CO. INC Service code 60 | Sub-TA Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,539 | $112,772-32.1% | $57,343+33.5% | $59,188+29.3% |
| Participation rate | 92.8% | 71.3%+21.5pp | 75.1%+17.7pp | 69.4%+23.4pp |
| Annual return | 4.71% | 0.85%+3.9pp | 24.39%-19.7pp | 5.51%-0.8pp |
| Employer contribution / active EE | $0 | $3,400-100.0% | $2,689-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $5,245 | $3,010+74.3% | $3,162+65.9% | $3,265+60.7% |
| Admin fee / account holder | $36 | $144-75.3% | $3,356-98.9% | $92-61.4% |