Filed April 24, 1996 (most recent of 2 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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,706 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,671 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $122,213 | $112,623+8.5% | $106,213+15.1% | $199,593-38.8% |
| Participation rate | 84.5% | 86.2%-1.8pp | 75.3%+9.2pp | 72.0%+12.5pp |
| Annual return | 0.79% | 15.57%-14.8pp | 116.14%-115.3pp | 34.25%-33.5pp |
| Employer contribution / active EE | $3,643 | $4,575-20.4% | $3,171+14.9% | $3,034+20.1% |
| Participant deferral / active EE | $9,286 | $6,659+39.4% | $5,016+85.1% | $5,087+82.5% |
| Admin fee / account holder | $54 | $107-49.6% | $11,033-99.5% | $269-80.0% |