Filed January 8, 2001
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) | $371,901 |
FORVIS MAZARS, LLP4 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $38,010 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$305,074 |
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 | $498,388 | $57,610+765.1% | $154,803+221.9% | $102,872+384.5% |
| Participation rate | 98.7% | 59.5%+39.2pp | 78.1%+20.6pp | 73.0%+25.6pp |
| Annual return | 18.10% | 30.49%-12.4pp | 58.88%-40.8pp | 19.06%-1.0pp |
| Employer contribution / active EE | $13,072 | $1,883+594.1% | $4,305+203.6% | $3,526+270.7% |
| Participant deferral / active EE | $25,687 | $2,914+781.4% | $5,540+363.6% | $5,535+364.1% |
| Admin fee / account holder | $32 | $368-91.4% | $14,329-99.8% | $292-89.1% |