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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $996,172 |
FID INV INST OPS CO8+ years Service code 37 · EIN 04-2647786 | Loan Processing | $446,754 |
HUNTON ANDREWS KURTH LLP2 years Filed as: HUNTON ANDREW KURTH Service code 16 · EIN 54-0572269 | Consulting | $67,199 |
401(K) ADIVORS INC2 years Service code 16 · EIN 33-0905143 | Consulting | $16,250 |
Filed as: FIDELITY INV INST OPS CO Service code 60 | Sub-TA Fees | $0 |
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 | $90,986 | $83,057+9.5% | $143,757-36.7% | $89,394+1.8% |
| Participation rate | 93.3% | 74.0%+19.2pp | 80.3%+13.0pp | 71.3%+22.0pp |
| Annual return | -16.60% | -13.97%-2.6pp | -0.04%-16.6pp | -11.89%-4.7pp |
| Employer contribution / active EE | $4,033 | $2,095+92.5% | $4,951-18.5% | $3,022+33.5% |
| Participant deferral / active EE | $8,071 | $4,281+88.5% | $5,637+43.2% | $5,123+57.5% |
| Admin fee / account holder | $59 | $83-29.0% | $14,673-99.6% | $79-25.8% |