Filed March 16, 2007 (most recent of 2 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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,417,809 |
FID INV INST OPS CO11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INV INST OPS CO Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $134,336 | $121,719+10.4% | $154,803-13.2% | $140,769-4.6% |
| Participation rate | 96.0% | 76.3%+19.7pp | 78.1%+17.9pp | 74.2%+21.8pp |
| Annual return | 18.40% | 19.22%-0.8pp | 58.88%-40.5pp | 16.82%+1.6pp |
| Employer contribution / active EE | $4,531 | $2,466+83.8% | $4,305+5.3% | $3,906+16.0% |
| Participant deferral / active EE | $9,707 | $5,384+80.3% | $5,540+75.2% | $6,717+44.5% |
| Admin fee / account holder | $32 | $71-55.3% | $14,329-99.8% | $229-86.2% |