Filed November 13, 1996 (most recent of 2 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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $77,489 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$147,764 |
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 | $233,517 | $122,693+90.3% | $184,203+26.8% | $199,593+17.0% |
| Participation rate | 98.7% | 86.8%+12.0pp | 86.8%+11.9pp | 72.0%+26.8pp |
| Annual return | 17.47% | 143.91%-126.4pp | 28.81%-11.3pp | 34.25%-16.8pp |
| Employer contribution / active EE | $10,605 | $4,584+131.3% | $6,427+65.0% | $3,034+249.5% |
| Participant deferral / active EE | $10,042 | $7,990+25.7% | $9,131+10.0% | $5,087+97.4% |
| Admin fee / account holder | $117 | $121-2.5% | $13,901-99.2% | $269-56.3% |