Filed May 12, 1994
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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,147 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $40,524 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $324,826 | $110,299+194.5% | $102,423+217.1% | $199,593+62.7% |
| Participation rate | 98.7% | 86.3%+12.4pp | 76.5%+22.2pp | 72.0%+26.7pp |
| Annual return | 12.47% | 35.73%-23.3pp | 29.32%-16.8pp | 34.25%-21.8pp |
| Employer contribution / active EE | $11,969 | $3,603+232.2% | $3,023+295.9% | $3,034+294.5% |
| Participant deferral / active EE | $12,434 | $6,376+95.0% | $5,053+146.1% | $5,087+144.4% |
| Admin fee / account holder | $53 | $122-57.0% | $9,451-99.4% | $269-80.5% |