Filed February 11, 1
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) | $520,998 |
FID INV INST OPS CO11+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $218,985 |
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 | $198,781 | $117,739+68.8% | $145,661+36.5% | $117,739+68.8% |
| Participation rate | 97.7% | 76.6%+21.1pp | 77.2%+20.5pp | 76.6%+21.1pp |
| Annual return | 17.02% | 17.29%-0.3pp | 101.46%-84.4pp | 17.29%-0.3pp |
| Employer contribution / active EE | $6,298 | $3,746+68.1% | $4,238+48.6% | $3,746+68.1% |
| Participant deferral / active EE | $12,378 | $6,128+102.0% | $7,198+72.0% | $6,128+102.0% |
| Admin fee / account holder | $112 | $112+0.5% | $12,466-99.1% | $112+0.5% |