Filed February 1, 1998
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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $379,329 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $251,843 |
Service code 27 · EIN 82-1434504 | Advisory (Plan) | $80,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,029 | $74,933+256.4% | $154,803+72.5% | $117,739+126.8% |
| Participation rate | 64.1% | 64.5%-0.4pp | 78.1%-13.9pp | 76.6%-12.5pp |
| Annual return | 16.68% | 17.34%-0.7pp | 58.88%-42.2pp | 17.29%-0.6pp |
| Employer contribution / active EE | $4,371 | $2,316+88.7% | $4,305+1.5% | $3,746+16.7% |
| Participant deferral / active EE | $11,208 | $3,942+184.3% | $5,540+102.3% | $6,128+82.9% |
| Admin fee / account holder | $98 | $129-24.2% | $14,329-99.3% | $112-12.5% |