Filed November 12, 2003
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $64,228 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,506 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $10,500 |
Form 5500 reported that benefits due were not provided when due.
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 | $101,141 | $112,623-10.2% | $106,213-4.8% | $199,593-49.3% |
| Participation rate | 97.1% | 86.2%+10.8pp | 75.3%+21.8pp | 72.0%+25.1pp |
| Annual return | 15.41% | 15.57%-0.2pp | 116.14%-100.7pp | 34.25%-18.8pp |
| Employer contribution / active EE | $3,428 | $4,575-25.1% | $3,171+8.1% | $3,034+13.0% |
| Participant deferral / active EE | $6,843 | $6,659+2.8% | $5,016+36.4% | $5,087+34.5% |
| Admin fee / account holder | $47 | $107-55.6% | $11,033-99.6% | $269-82.3% |