Filed March 27, 2000
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) | $157,154 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $111,943 |
SS&C1 year Service code 49 · EIN 04-3157927 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $147,810 | $122,693+20.5% | $184,203-19.8% | $199,593-25.9% |
| Participation rate | 97.4% | 86.8%+10.6pp | 86.8%+10.5pp | 72.0%+25.4pp |
| Annual return | 14.59% | 143.91%-129.3pp | 28.81%-14.2pp | 34.25%-19.7pp |
| Employer contribution / active EE | $7,197 | $4,584+57.0% | $6,427+12.0% | $3,034+137.2% |
| Participant deferral / active EE | $8,139 | $7,990+1.9% | $9,131-10.9% | $5,087+60.0% |
| Admin fee / account holder | $60 | $121-50.3% | $13,901-99.6% | $269-77.7% |