Filed March 1, 2000
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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $213,971 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $76,490 |
Filed as: ONEDIGITAL Service code 16 · EIN 82-1434504 | Consulting | $24,000 |
Filed as: PICKETT, CHANEY & MC Service code 10 · EIN 48-1246310 | Accounting | $11,100 |
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 | $71,705 | $2,679,533-97.3% | $164,813-56.5% | $199,593-64.1% |
| Participation rate | 89.6% | 78.3%+11.3pp | 78.6%+11.0pp | 72.0%+17.6pp |
| Annual return | 16.66% | 17.93%-1.3pp | 69.93%-53.3pp | 34.25%-17.6pp |
| Employer contribution / active EE | $2,798 | $2,970-5.8% | $4,341-35.5% | $3,034-7.8% |
| Participant deferral / active EE | $4,850 | $5,010-3.2% | $6,031-19.6% | $5,087-4.7% |
| Admin fee / account holder | $58 | $1,982-97.1% | $12,690-99.5% | $269-78.6% |