Filed October 18, 2004 (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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $293,879 |
NEPC, LLC2 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $185,667 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $138,036 |
BDO USA, LLP10+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $51,446 |
BRIEN D WARD2 years Service code 29 · EIN 22-5969535 | Legal | $6,375 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $310,279 | $110,299+181.3% | $102,423+202.9% | $199,593+55.5% |
| Participation rate | 94.4% | 86.3%+8.1pp | 76.5%+17.9pp | 72.0%+22.5pp |
| Annual return | 16.05% | 35.73%-19.7pp | 29.32%-13.3pp | 34.25%-18.2pp |
| Employer contribution / active EE | $5,797 | $3,603+60.9% | $3,023+91.8% | $3,034+91.1% |
| Participant deferral / active EE | $16,520 | $6,376+159.1% | $5,053+226.9% | $5,087+224.8% |
| Admin fee / account holder | $179 | $122+46.2% | $9,451-98.1% | $269-33.5% |