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 | $82,798 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $55,307 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,969 | $35,600-13.0% | $87,507-64.6% | $63,975-51.6% |
| Participation rate | 72.8% | 56.1%+16.6pp | 73.8%-1.1pp | 71.1%+1.6pp |
| Annual return | 4.94% | 17.86%-12.9pp | 12.21%-7.3pp | 48.65%-43.7pp |
| Employer contribution / active EE | $537 | $854-37.0% | $2,550-78.9% | $2,182-75.4% |
| Participant deferral / active EE | $1,122 | $1,660-32.4% | $3,149-64.4% | $3,356-66.6% |
| Admin fee / account holder | $50 | $51-2.3% | $4,221-98.8% | $70-29.6% |