Filed October 23, 2000
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) | $83,364 |
Filed as: FIDELITY INVESTMENTS INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $68,337 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $355,285 | $145,877+143.6% | $150,045+136.8% | $102,872+245.4% |
| Participation rate | 97.7% | 79.8%+17.8pp | 82.3%+15.4pp | 73.0%+24.7pp |
| Annual return | 6.52% | 21.37%-14.9pp | 62.55%-56.0pp | 19.06%-12.5pp |
| Employer contribution / active EE | $14,364 | $4,710+205.0% | $4,693+206.1% | $3,526+307.3% |
| Participant deferral / active EE | $17,493 | $9,491+84.3% | $7,997+118.7% | $5,535+216.0% |
| Admin fee / account holder | $112 | $176-36.6% | $13,435-99.2% | $292-61.8% |