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 | $101,828 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $53,991 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 60 | Sub-TA Fees | $0 |
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 | $35,646 | $37,245-4.3% | $94,993-62.5% | $77,958-54.3% |
| Participation rate | 75.4% | 56.5%+19.0pp | 73.9%+1.6pp | 71.6%+3.8pp |
| Annual return | 17.51% | 22.72%-5.2pp | 27.12%-9.6pp | 20.87%-3.4pp |
| Employer contribution / active EE | $518 | $894-42.1% | $2,603-80.1% | $2,310-77.6% |
| Participant deferral / active EE | $1,199 | $1,828-34.4% | $3,317-63.9% | $3,537-66.1% |
| Admin fee / account holder | $56 | $59-5.5% | $4,960-98.9% | $97-42.7% |