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 | $1,486,631 |
CALLAN LLC8+ years Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $248,295 |
RUSSELL TRUST COMPANY8+ years Filed as: RUSSELL INVESTMENTS Service code 16 · EIN 91-1934665 | Consulting | $165,092 |
RSM US LLP8+ years Service code 10 · EIN 42-0714325 | Accounting | $53,477 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK AND TRUST CO Service code 21 · EIN 04-1867445 | Bank Trustee | $21,996 |
Filed as: FIDELITY INVEST. INSTIT. OPS CO. Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,790 | $185,545+55.6% | $90,749+218.2% | $89,394+223.1% |
| Participation rate | 99.1% | 85.0%+14.1pp | 75.7%+23.4pp | 71.3%+27.8pp |
| Annual return | -13.26% | -13.56%+0.3pp | -12.16%-1.1pp | -11.89%-1.4pp |
| Employer contribution / active EE | $15,909 | $7,210+120.7% | $2,921+444.7% | $3,022+426.5% |
| Participant deferral / active EE | $15,542 | $9,550+62.7% | $4,564+240.5% | $5,123+203.4% |
| Admin fee / account holder | $52 | $100-48.5% | $8,445-99.4% | $79-35.0% |