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 |
|---|---|---|
FID INV INST OPS CO3+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,057,276 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $419,554 |
Filed as: FIDELITY INV INST OPS CO Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,073 | $53,684+47.3% | $170,442-53.6% | $80,976-2.4% |
| Participation rate | 95.9% | 69.2%+26.8pp | 83.6%+12.3pp | 68.3%+27.7pp |
| Annual return | 22.58% | 25.97%-3.4pp | 205.93%-183.4pp | 22.91%-0.3pp |
| Employer contribution / active EE | $3,329 | $1,642+102.8% | $5,433-38.7% | $2,402+38.6% |
| Participant deferral / active EE | $5,919 | $3,017+96.2% | $4,939+19.8% | $3,848+53.8% |
| Admin fee / account holder | $76 | $46+63.9% | $13,880-99.5% | $67+12.6% |