Filed March 12, 1998 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,501 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$69,114 |
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 | $212,104 | $129,021+64.4% | $184,203+15.1% | $77,643+173.2% |
| Participation rate | 97.2% | 87.3%+9.9pp | 86.8%+10.4pp | 70.6%+26.6pp |
| Annual return | 16.44% | 33.27%-16.8pp | 28.81%-12.4pp | 31.24%-14.8pp |
| Employer contribution / active EE | $15,958 | $4,413+261.6% | $6,427+148.3% | $2,726+485.4% |
| Participant deferral / active EE | $8,408 | $7,297+15.2% | $9,131-7.9% | $4,647+80.9% |
| Admin fee / account holder | -$37 | $254-114.6% | $13,901-100.3% | $430-108.6% |