Filed June 18, 2007 (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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,207 |
Filed as: FIDELITY INVST. INST. OPER. CO. INC Service code 37 · EIN 04-2647786 | Loan Processing | $24,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,516 | $80,211-4.6% | $74,183+3.1% | $63,975+19.6% |
| Participation rate | 60.5% | 84.2%-23.7pp | 76.6%-16.1pp | 71.1%-10.6pp |
| Annual return | 55.14% | 14.13%+41.0pp | 17.74%+37.4pp | 48.65%+6.5pp |
| Employer contribution / active EE | $1,301 | $2,553-49.1% | $2,370-45.1% | $2,182-40.4% |
| Participant deferral / active EE | $2,684 | $4,370-38.6% | $3,550-24.4% | $3,356-20.0% |
| Admin fee / account holder | $24 | $67-64.1% | $5,586-99.6% | $70-65.7% |