Filed October 19, 2004 (most recent of 5 filings on file)
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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $223,757 |
Filed as: FIDELITY INV INST OP COMP LLC Service code 37 · EIN 04-2647786 | Loan Processing | $92,636 |
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 | $154,559 | $112,623+37.2% | $106,213+45.5% | $199,593-22.6% |
| Participation rate | 94.9% | 86.2%+8.7pp | 75.3%+19.6pp | 72.0%+22.9pp |
| Annual return | 15.67% | 15.57%+0.1pp | 116.14%-100.5pp | 34.25%-18.6pp |
| Employer contribution / active EE | $9,306 | $4,575+103.4% | $3,171+193.4% | $3,034+206.7% |
| Participant deferral / active EE | $9,849 | $6,659+47.9% | $5,016+96.3% | $5,087+93.6% |
| Admin fee / account holder | $36 | $107-66.1% | $11,033-99.7% | $269-86.5% |