Filed July 27, 1995
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 | $83,054 |
BROCK AND COMPANY5 years Filed as: BROCK Service code 10 · EIN 84-0930288 | Accounting | $22,375 |
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 | $247,934 | $88,890+178.9% | $102,423+142.1% | $77,643+219.3% |
| Participation rate | 96.2% | 80.9%+15.3pp | 76.5%+19.7pp | 70.6%+25.6pp |
| Annual return | 17.77% | 24.98%-7.2pp | 29.32%-11.6pp | 31.24%-13.5pp |
| Employer contribution / active EE | $3,442 | $2,698+27.6% | $3,023+13.8% | $2,726+26.3% |
| Participant deferral / active EE | $18,867 | $5,145+266.7% | $5,053+273.4% | $4,647+306.0% |
| Admin fee / account holder | $102 | $235-56.6% | $9,451-98.9% | $430-76.2% |