Filed July 9, 2003 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $50,452 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,649 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $31,290 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $184,869 | $89,436+106.7% | $164,813+12.2% | $77,643+138.1% |
| Participation rate | 82.6% | 78.6%+4.0pp | 78.6%+4.0pp | 70.6%+12.0pp |
| Annual return | 15.28% | 28.83%-13.5pp | 69.93%-54.7pp | 31.24%-16.0pp |
| Employer contribution / active EE | $0 | $2,569-100.0% | $4,341-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,021 | $4,897-38.3% | $6,031-49.9% | $4,647-35.0% |
| Admin fee / account holder | $191 | $339-43.8% | $12,690-98.5% | $430-55.7% |