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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $89,466 |
Filed as: FIDELITY INVESTMENTS INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $53,929 |
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 | $308,363 | $107,459+187.0% | $135,903+126.9% | $80,160+284.7% |
| Participation rate | 96.5% | 78.0%+18.5pp | 81.9%+14.6pp | 72.9%+23.6pp |
| Annual return | -6.56% | 91.91%-98.5pp | 68.23%-74.8pp | 40.38%-46.9pp |
| Employer contribution / active EE | $12,309 | $3,877+217.5% | $4,856+153.5% | $2,978+313.4% |
| Participant deferral / active EE | $14,710 | $8,195+79.5% | $7,758+89.6% | $5,017+193.2% |
| Admin fee / account holder | $99 | $127-22.0% | $10,762-99.1% | $145-31.7% |