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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $149,486 |
Filed as: FIDELITY INV INST OP COMP LLC Service code 37 · EIN 04-2647786 | Loan Processing | $64,579 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $123,848 | $136,266-9.1% | $90,749+36.5% | $77,904+59.0% |
| Participation rate | 94.9% | 86.6%+8.3pp | 75.7%+19.2pp | 73.7%+21.2pp |
| Annual return | -17.91% | -11.32%-6.6pp | -12.16%-5.8pp | 12.21%-30.1pp |
| Employer contribution / active EE | $7,463 | $4,215+77.1% | $2,921+155.5% | $2,848+162.1% |
| Participant deferral / active EE | $8,658 | $6,353+36.3% | $4,564+89.7% | $4,806+80.2% |
| Admin fee / account holder | $16 | $399-96.1% | $8,445-99.8% | $133-88.3% |