Filed October 30, 1996
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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,925 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$57,399 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,376 | $122,259-40.8% | $147,005-50.8% | $199,768-63.8% |
| Participation rate | 65.3% | 78.3%-13.0pp | 82.2%-16.9pp | 72.0%-6.8pp |
| Annual return | 20.14% | 30.58%-10.4pp | 418.76%-398.6pp | 34.26%-14.1pp |
| Employer contribution / active EE | $2,969 | $4,097-27.5% | $4,934-39.8% | $3,037-2.2% |
| Participant deferral / active EE | $5,518 | $8,504-35.1% | $8,070-31.6% | $5,090+8.4% |
| Admin fee / account holder | -$26 | $179-114.7% | $13,006-100.2% | $269-109.8% |