Filed September 16, 1994 (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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $781,572 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $330,668 |
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 | $199,986 | $244,991-18.4% | $106,213+88.3% | $106,382+88.0% |
| Participation rate | 77.2% | 88.4%-11.2pp | 75.3%+1.9pp | 69.9%+7.3pp |
| Annual return | 15.38% | 13.48%+1.9pp | 116.14%-100.8pp | 17.37%-2.0pp |
| Employer contribution / active EE | $4,650 | $8,816-47.3% | $3,171+46.6% | $3,364+38.2% |
| Participant deferral / active EE | $8,041 | $11,442-29.7% | $5,016+60.3% | $5,569+44.4% |
| Admin fee / account holder | $53 | $88-39.5% | $11,033-99.5% | $79-32.8% |