Filed December 7, 1992
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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $105,078 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$65,677 |
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 | $274,044 | $160,882+70.3% | $200,582+36.6% | $102,872+166.4% |
| Participation rate | 97.8% | 91.2%+6.6pp | 86.9%+10.9pp | 73.0%+24.8pp |
| Annual return | 17.17% | 18.15%-1.0pp | 42.33%-25.2pp | 19.06%-1.9pp |
| Employer contribution / active EE | $10,999 | $5,602+96.3% | $6,419+71.4% | $3,526+211.9% |
| Participant deferral / active EE | $10,397 | $9,300+11.8% | $9,331+11.4% | $5,535+87.8% |
| Admin fee / account holder | $20 | $125-83.9% | $16,305-99.9% | $292-93.1% |