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 |
|---|---|---|
Filed as: FIDELITY INV INST OP COMP INC Service code 37 · EIN 04-2647786 | Loan Processing | $131,795 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $91,187 |
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 | $161,715 | $105,190+53.7% | $98,907+63.5% | $90,288+79.1% |
| Participation rate | 88.7% | 86.4%+2.4pp | 76.0%+12.7pp | 73.4%+15.4pp |
| Annual return | 20.46% | 18.52%+1.9pp | 196.43%-176.0pp | 53.97%-33.5pp |
| Employer contribution / active EE | $6,729 | $3,831+75.7% | $2,689+150.2% | $2,524+166.6% |
| Participant deferral / active EE | $7,416 | $5,616+32.1% | $4,244+74.7% | $4,232+75.2% |
| Admin fee / account holder | $31 | $97-67.8% | $6,642-99.5% | $114-72.5% |