Filed June 14, 2006
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) | $187,798 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $19,518 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,027 | $112,623+146.0% | $106,213+160.8% | $199,593+38.8% |
| Participation rate | 95.7% | 86.2%+9.4pp | 75.3%+20.4pp | 72.0%+23.7pp |
| Annual return | 16.28% | 15.57%+0.7pp | 116.14%-99.9pp | 34.25%-18.0pp |
| Employer contribution / active EE | $15,888 | $4,575+247.3% | $3,171+401.0% | $3,034+423.6% |
| Participant deferral / active EE | $18,407 | $6,659+176.4% | $5,016+267.0% | $5,087+261.9% |
| Admin fee / account holder | $62 | $107-42.1% | $11,033-99.4% | $269-77.0% |