Filed September 16, 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 |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $2,358,965 |
CALLAN LLC2+ years Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $236,615 |
RUSSELL TRUST COMPANY2+ years Filed as: RUSSELL INVESTMENTS Service code 16 · EIN 91-1175091 | Consulting | $182,789 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $42,749 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE & TOUCHE Service code 99 | Other Fees | $13,644 |
Filed as: FIDELITY INVEST. INSTIT. OPS CO. Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $196,955 | $169,122+16.5% | $77,999+152.5% | $329,111-40.2% |
| Participation rate | 99.2% | 88.4%+10.9pp | 75.5%+23.7pp | 67.9%+31.4pp |
| Annual return | 8.73% | 11.00%-2.3pp | 425.96%-417.2pp | 16.35%-7.6pp |
| Employer contribution / active EE | $11,865 | $5,827+103.6% | $2,470+380.4% | $2,303+415.1% |
| Participant deferral / active EE | $12,447 | $8,046+54.7% | $3,497+255.9% | $3,682+238.1% |
| Admin fee / account holder | $75 | $83-9.1% | $5,480-98.6% | $754-90.0% |