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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $116,723 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $77,416 |
Filed as: CBIZ MHM LLC Service code 10 · EIN 34-1846498 | Accounting | $6,800 |
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 | $348,618 | $95,388+265.5% | $125,339+178.1% | $77,904+347.5% |
| Participation rate | 98.3% | 78.6%+19.7pp | 82.4%+15.9pp | 73.7%+24.6pp |
| Annual return | 4.48% | 116.19%-111.7pp | 572.05%-567.6pp | 12.21%-7.7pp |
| Employer contribution / active EE | $12,900 | $3,666+251.8% | $4,814+168.0% | $2,848+353.0% |
| Participant deferral / active EE | $15,347 | $7,711+99.0% | $7,446+106.1% | $4,806+219.3% |
| Admin fee / account holder | $118 | $119-0.4% | $10,010-98.8% | $133-10.7% |