Filed July 29, 2006
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) | $277,968 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $259,449 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $200,000 |
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 | $322,496 | $147,538+118.6% | $150,045+114.9% | $117,739+173.9% |
| Participation rate | 92.1% | 72.5%+19.6pp | 82.3%+9.7pp | 76.6%+15.4pp |
| Annual return | 16.30% | 16.95%-0.6pp | 62.55%-46.2pp | 17.29%-1.0pp |
| Employer contribution / active EE | $6,006 | $4,350+38.1% | $4,693+28.0% | $3,746+60.3% |
| Participant deferral / active EE | $18,863 | $8,925+111.4% | $7,997+135.9% | $6,128+207.8% |
| Admin fee / account holder | $132 | $125+5.5% | $13,435-99.0% | $112+18.1% |