Filed May 13, 1994 (most recent of 2 filings on file)
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 |
|---|---|---|
ACCUITY LLP7 years Service code 10 · EIN 20-5325889 | Accounting | $90,576 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 16 · EIN 33-0818667 | Consulting | $64,745 |
TRUCKER HUSS3 years Service code 29 · EIN 94-3216063 | Legal | $29,014 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$298,991 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,826 | $148,970+69.0% | $136,007+85.2% | $199,593+26.2% |
| Participation rate | 92.6% | 79.4%+13.2pp | 76.5%+16.1pp | 72.0%+20.6pp |
| Annual return | 15.96% | 27.07%-11.1pp | 579.32%-563.4pp | 34.25%-18.3pp |
| Employer contribution / active EE | $2,797 | $3,561-21.5% | $4,217-33.7% | $3,034-7.8% |
| Participant deferral / active EE | $11,915 | $6,140+94.1% | $7,025+69.6% | $5,087+134.2% |
| Admin fee / account holder | $129 | $144-10.4% | $6,858-98.1% | $269-52.1% |