Filed March 1, 1993
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. Service code 37 · EIN 04-2647786 | Loan Processing | $76,051 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $54,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,113 | $32,913-5.5% | $80,004-61.1% | $59,188-47.4% |
| Participation rate | 64.9% | 56.9%+8.0pp | 73.0%-8.2pp | 69.4%-4.6pp |
| Annual return | -0.05% | 1.16%-1.2pp | 7.63%-7.7pp | 5.51%-5.6pp |
| Employer contribution / active EE | $480 | $789-39.2% | $2,473-80.6% | $2,098-77.1% |
| Participant deferral / active EE | $942 | $1,686-44.1% | $3,204-70.6% | $3,265-71.1% |
| Admin fee / account holder | $49 | $40+21.5% | $5,033-99.0% | $92-47.2% |