Filed January 16, 1996
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) | $46,192 |
401K ADVISORS INC9 years Filed as: 401K ADVISORS INC. Service code 16 · EIN 33-0905143 | Consulting | $43,500 |
Filed as: COUNCILOR, BUCHANAN & MITCHELL, P. Service code 10 · EIN 52-1711839 | Accounting | $32,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$62,558 |
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 | $340,840 | $129,021+164.2% | $184,203+85.0% | $77,643+339.0% |
| Participation rate | 96.5% | 87.3%+9.2pp | 86.8%+9.7pp | 70.6%+25.9pp |
| Annual return | 18.00% | 33.27%-15.3pp | 28.81%-10.8pp | 31.24%-13.2pp |
| Employer contribution / active EE | $9,826 | $4,413+122.7% | $6,427+52.9% | $2,726+260.5% |
| Participant deferral / active EE | $10,516 | $7,297+44.1% | $9,131+15.2% | $4,647+126.3% |
| Admin fee / account holder | $128 | $254-49.5% | $13,901-99.1% | $430-70.2% |