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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $679,049 |
FID INV INST OPS CO5+ years Service code 37 · EIN 04-2647786 | Loan Processing | $627,609 |
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 | $91,075 | $58,202+56.5% | $172,739-47.3% | $89,569+1.7% |
| Participation rate | 94.9% | 72.8%+22.1pp | 82.6%+12.3pp | 69.6%+25.3pp |
| Annual return | 24.90% | 61.59%-36.7pp | 802.84%-777.9pp | 34.56%-9.7pp |
| Employer contribution / active EE | $3,294 | $1,759+87.3% | $5,143-36.0% | $2,584+27.5% |
| Participant deferral / active EE | $6,758 | $3,335+102.7% | $5,198+30.0% | $4,220+60.1% |
| Admin fee / account holder | $63 | $53+19.1% | $13,954-99.6% | $72-12.6% |