Filed April 20, 2005
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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $301,114 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,941 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
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 | $29,906 | $57,610-48.1% | $154,803-80.7% | $102,872-70.9% |
| Participation rate | 92.2% | 59.5%+32.7pp | 78.1%+14.1pp | 73.0%+19.1pp |
| Annual return | 14.50% | 30.49%-16.0pp | 58.88%-44.4pp | 19.06%-4.6pp |
| Employer contribution / active EE | $2,045 | $1,883+8.6% | $4,305-52.5% | $3,526-42.0% |
| Participant deferral / active EE | $3,318 | $2,914+13.8% | $5,540-40.1% | $5,535-40.1% |
| Admin fee / account holder | $60 | $368-83.6% | $14,329-99.6% | $292-79.4% |