Filed April 30, 1999
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 |
|---|---|---|
FID INV INST OPS CO10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $117,149 |
REDW LLC9 years Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $20,987 |
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 | $63,154 | $122,693-48.5% | $184,203-65.7% | $199,593-68.4% |
| Participation rate | 96.7% | 86.8%+10.0pp | 86.8%+9.9pp | 72.0%+24.8pp |
| Annual return | 14.91% | 143.91%-129.0pp | 28.81%-13.9pp | 34.25%-19.3pp |
| Employer contribution / active EE | $3,399 | $4,584-25.8% | $6,427-47.1% | $3,034+12.0% |
| Participant deferral / active EE | $4,640 | $7,990-41.9% | $9,131-49.2% | $5,087-8.8% |
| Admin fee / account holder | $49 | $121-59.3% | $13,901-99.6% | $269-81.8% |