Filed June 19, 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 | $869,968 |
Filed as: CARR RIGGS & INGRAM, LLC Service code 10 · EIN 72-1396621 | Accounting | $22,000 |
PARTNERCOMM, INC1 year Filed as: PARTNERCOMM Service code 16 · EIN 75-2541310 | Consulting | $10,336 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $141,513 | $142,480-0.7% | $156,181-9.4% | $142,480-0.7% |
| Participation rate | 92.5% | 76.2%+16.3pp | 78.8%+13.7pp | 76.2%+16.3pp |
| Annual return | 9.70% | 16.32%-6.6pp | 64.87%-55.2pp | 16.32%-6.6pp |
| Employer contribution / active EE | $3,796 | $3,867-1.9% | $4,294-11.6% | $3,867-1.9% |
| Participant deferral / active EE | $8,217 | $6,807+20.7% | $6,132+34.0% | $6,807+20.7% |
| Admin fee / account holder | $29 | $307-90.7% | $14,586-99.8% | $307-90.7% |