Filed May 10, 2004
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $44,377 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,891 |
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 | $276,434 | $129,021+114.3% | $184,203+50.1% | $77,643+256.0% |
| Participation rate | 98.3% | 87.3%+10.9pp | 86.8%+11.5pp | 70.6%+27.7pp |
| Annual return | 18.37% | 33.27%-14.9pp | 28.81%-10.4pp | 31.24%-12.9pp |
| Employer contribution / active EE | $17,406 | $4,413+294.4% | $6,427+170.8% | $2,726+538.6% |
| Participant deferral / active EE | $15,253 | $7,297+109.0% | $9,131+67.0% | $4,647+228.2% |
| Admin fee / account holder | $59 | $254-76.9% | $13,901-99.6% | $430-86.4% |