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 CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,187,016 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $767,502 |
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 | $103,288 | $66,513+55.3% | $178,490-42.1% | $106,222-2.8% |
| Participation rate | 94.5% | 73.8%+20.8pp | 81.9%+12.6pp | 70.8%+23.7pp |
| Annual return | 20.86% | 21.81%-1.0pp | 151.07%-130.2pp | 21.69%-0.8pp |
| Employer contribution / active EE | $3,705 | $1,776+108.7% | $5,011-26.0% | $2,723+36.1% |
| Participant deferral / active EE | $7,118 | $3,679+93.5% | $5,202+36.8% | $4,600+54.7% |
| Admin fee / account holder | $88 | $53+64.5% | $13,984-99.4% | $78+12.2% |