Filed April 16, 2008 (most recent of 4 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.7 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,547,552 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $172,750 |
Filed as: FIDELITY INV INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $150,799 |
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 | $412,243 | $140,769+192.9% | $116,228+254.7% | $140,769+192.9% |
| Participation rate | 98.9% | 74.2%+24.8pp | 74.6%+24.4pp | 74.2%+24.8pp |
| Annual return | 16.65% | 16.82%-0.2pp | 90.06%-73.4pp | 16.82%-0.2pp |
| Employer contribution / active EE | $14,783 | $3,906+278.5% | $2,994+393.7% | $3,906+278.5% |
| Participant deferral / active EE | $14,987 | $6,717+123.1% | $4,953+202.6% | $6,717+123.1% |
| Admin fee / account holder | $100 | $229-56.4% | $11,989-99.2% | $229-56.4% |