Filed October 19, 2004
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $346,053 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $279,774 |
VALMARK ADVISERS INC9 years Filed as: VALMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $60,000 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 30-1413443 | Accounting | $20,948 |
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 | $166,969 | $147,538+13.2% | $150,045+11.3% | $117,739+41.8% |
| Participation rate | 94.7% | 72.5%+22.1pp | 82.3%+12.3pp | 76.6%+18.0pp |
| Annual return | 19.40% | 16.95%+2.5pp | 62.55%-43.1pp | 17.29%+2.1pp |
| Employer contribution / active EE | $2,781 | $4,350-36.1% | $4,693-40.7% | $3,746-25.8% |
| Participant deferral / active EE | $10,144 | $8,925+13.7% | $7,997+26.8% | $6,128+65.5% |
| Admin fee / account holder | $79 | $125-37.1% | $13,435-99.4% | $112-29.5% |