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 CO4+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,016,980 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $540,543 |
Filed as: FIDELITY INV INST OPS CO Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,014 | $46,969+49.1% | $154,107-54.6% | $73,367-4.6% |
| Participation rate | 96.0% | 72.4%+23.6pp | 83.0%+12.9pp | 69.5%+26.5pp |
| Annual return | -6.02% | 821.68%-827.7pp | 735.12%-741.1pp | 173.45%-179.5pp |
| Employer contribution / active EE | $3,176 | $1,723+84.3% | $5,298-40.1% | $2,499+27.1% |
| Participant deferral / active EE | $5,822 | $3,162+84.1% | $5,081+14.6% | $4,033+44.4% |
| Admin fee / account holder | $73 | $47+57.2% | $13,411-99.5% | $68+7.1% |