Filed November 8, 2004
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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,294 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,321 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $102,066 | $88,890+14.8% | $102,423-0.3% | $77,643+31.5% |
| Participation rate | 45.0% | 80.9%-35.9pp | 76.5%-31.5pp | 70.6%-25.6pp |
| Annual return | 18.04% | 24.98%-6.9pp | 29.32%-11.3pp | 31.24%-13.2pp |
| Employer contribution / active EE | $794 | $2,698-70.6% | $3,023-73.7% | $2,726-70.9% |
| Participant deferral / active EE | $3,088 | $5,145-40.0% | $5,053-38.9% | $4,647-33.6% |
| Admin fee / account holder | $65 | $235-72.3% | $9,451-99.3% | $430-84.8% |