Filed December 1, 2003 (most recent of 3 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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,399 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,014 |
Form 5500 reported that benefits due were not provided when due.
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 | $319,656 | $102,872+210.7% | $100,534+218.0% | $102,872+210.7% |
| Participation rate | 99.7% | 73.0%+26.7pp | 80.6%+19.1pp | 73.0%+26.7pp |
| Annual return | 18.02% | 19.06%-1.0pp | 32.66%-14.6pp | 19.06%-1.0pp |
| Employer contribution / active EE | $11,818 | $3,526+235.1% | $4,346+171.9% | $3,526+235.1% |
| Participant deferral / active EE | $14,900 | $5,535+169.2% | $6,144+142.5% | $5,535+169.2% |
| Admin fee / account holder | -$11 | $292-103.8% | $7,654-100.1% | $292-103.8% |