Filed October 18, 2004
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.1+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,556 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,969 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMTNETS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELTY INVESTMENTS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,616 | $86,791+26.3% | $115,037-4.7% | $59,188+85.2% |
| Participation rate | 65.8% | 72.8%-7.1pp | 81.4%-15.6pp | 69.4%-3.6pp |
| Annual return | 5.21% | 4.44%+0.8pp | 26.14%-20.9pp | 5.51%-0.3pp |
| Employer contribution / active EE | $507 | $2,950-82.8% | $4,608-89.0% | $2,098-75.9% |
| Participant deferral / active EE | $6,786 | $5,298+28.1% | $6,026+12.6% | $3,265+107.8% |
| Admin fee / account holder | $39 | $95-59.4% | $8,175-99.5% | $92-58.2% |