Filed February 7, 2001
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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $113,974 |
Filed as: ONE DIGITAL Service code 27 · EIN 82-1434504 | Advisory (Plan) | $45,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $12,842 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,976 | $64,975-35.4% | $97,226-56.8% | $106,382-60.5% |
| Participation rate | 28.2% | 45.4%-17.2pp | 72.7%-44.5pp | 69.9%-41.7pp |
| Annual return | 16.54% | 15.21%+1.3pp | 75.13%-58.6pp | 17.37%-0.8pp |
| Employer contribution / active EE | $493 | $1,126-56.2% | $2,729-81.9% | $3,364-85.3% |
| Participant deferral / active EE | $1,460 | $2,466-40.8% | $4,264-65.8% | $5,569-73.8% |
| Admin fee / account holder | $19 | $69-71.6% | $5,654-99.7% | $79-75.4% |