Filed October 19, 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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,204 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,736 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $2,039,786 | $129,021+1481.0% | $184,203+1007.4% | $77,643+2527.1% |
| Participation rate | 0.0% | 87.3%-87.3pp | 86.8%-86.8pp | 70.6%-70.6pp |
| Annual return | 16.63% | 33.27%-16.6pp | 28.81%-12.2pp | 31.24%-14.6pp |
| Employer contribution / active EE | $9,042 | $4,413+104.9% | $6,427+40.7% | $2,726+231.7% |
| Participant deferral / active EE | $8,745 | $7,297+19.8% | $9,131-4.2% | $4,647+88.2% |
| Admin fee / account holder | $635 | $254+150.3% | $13,901-95.4% | $430+47.6% |