Filed May 24, 2006 (most recent of 4 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.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $281,847 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPERATIONS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $192,231 |
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 | $273,675 | $110,299+148.1% | $102,423+167.2% | $199,593+37.1% |
| Participation rate | 97.3% | 86.3%+11.0pp | 76.5%+20.8pp | 72.0%+25.3pp |
| Annual return | 13.18% | 35.73%-22.5pp | 29.32%-16.1pp | 34.25%-21.1pp |
| Employer contribution / active EE | $9,092 | $3,603+152.3% | $3,023+200.7% | $3,034+199.7% |
| Participant deferral / active EE | $10,112 | $6,376+58.6% | $5,053+100.1% | $5,087+98.8% |
| Admin fee / account holder | $99 | $122-18.8% | $9,451-98.9% | $269-63.0% |