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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $90,429 |
Filed as: FIDELITY INVESTMENTS INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $59,094 |
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 | $363,181 | $122,186+197.2% | $146,958+147.1% | $199,593+82.0% |
| Participation rate | 92.5% | 78.3%+14.2pp | 82.2%+10.4pp | 72.0%+20.5pp |
| Annual return | 22.87% | 30.56%-7.7pp | 418.34%-395.5pp | 34.25%-11.4pp |
| Employer contribution / active EE | $14,076 | $4,093+243.9% | $4,933+185.4% | $3,034+363.9% |
| Participant deferral / active EE | $17,335 | $8,502+103.9% | $8,070+114.8% | $5,087+240.8% |
| Admin fee / account holder | $115 | $179-35.8% | $12,998-99.1% | $269-57.3% |