Filed June 21, 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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $512,899 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $350,081 |
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 | $192,757 | $151,876+26.9% | $113,168+70.3% | $117,739+63.7% |
| Participation rate | 90.5% | 92.5%-2.1pp | 76.6%+13.9pp | 76.6%+13.8pp |
| Annual return | 18.50% | 15.75%+2.7pp | 24.27%-5.8pp | 17.29%+1.2pp |
| Employer contribution / active EE | $2,749 | $4,598-40.2% | $2,975-7.6% | $3,746-26.6% |
| Participant deferral / active EE | $9,706 | $7,767+25.0% | $5,107+90.1% | $6,128+58.4% |
| Admin fee / account holder | $70 | $70-0.3% | $12,068-99.4% | $112-37.7% |