Filed December 30, 2002
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $125,747 |
FIDUCIARY INVESTMENT ADVISORS9+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $36,090 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,741 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,476 | $52,660+54.7% | $86,612-5.9% | $80,160+1.6% |
| Participation rate | 96.8% | 62.4%+34.4pp | 71.7%+25.1pp | 72.9%+23.8pp |
| Annual return | 20.40% | 24.87%-4.5pp | 591.07%-570.7pp | 40.38%-20.0pp |
| Employer contribution / active EE | $5,136 | $2,140+140.0% | $3,022+69.9% | $2,978+72.5% |
| Participant deferral / active EE | $6,422 | $3,215+99.8% | $4,438+44.7% | $5,017+28.0% |
| Admin fee / account holder | $73 | $113-35.3% | $5,614-98.7% | $145-49.7% |