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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,458 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,622 |
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 | $105,939 | $98,727+7.3% | $113,168-6.4% | $85,563+23.8% |
| Participation rate | 45.5% | 80.8%-35.3pp | 76.6%-31.1pp | 66.0%-20.5pp |
| Annual return | 19.27% | 17.43%+1.8pp | 24.27%-5.0pp | 31.51%-12.2pp |
| Employer contribution / active EE | $785 | $2,907-73.0% | $2,975-73.6% | $2,654-70.4% |
| Participant deferral / active EE | $3,169 | $5,424-41.6% | $5,107-38.0% | $4,375-27.6% |
| Admin fee / account holder | $80 | $357-77.6% | $12,068-99.3% | $834-90.4% |