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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $75,438 |
Filed as: FIDELITY INVSTMNTS INSTIT OPS CO, I Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INST OP COMP INC Service code 37 · EIN 04-2647786 | Loan Processing | -$8,981 |
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 | $130,797 | $134,045-2.4% | $80,019+63.5% | $75,289+73.7% |
| Participation rate | 89.0% | 85.8%+3.3pp | 75.8%+13.2pp | 72.4%+16.6pp |
| Annual return | 78.75% | -0.56%+79.3pp | 11.22%+67.5pp | -0.04%+78.8pp |
| Employer contribution / active EE | $3,909 | $3,492+11.9% | $2,468+58.4% | $2,405+62.5% |
| Participant deferral / active EE | $4,007 | $4,976-19.5% | $3,686+8.7% | $3,739+7.2% |
| Admin fee / account holder | $11 | $124-91.4% | $6,521-99.8% | $102-89.6% |