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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $448,615 |
FID INV INST OPS CO10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $172,843 |
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 | $189,315 | $99,062+91.1% | $136,007+39.2% | $99,062+91.1% |
| Participation rate | 97.6% | 71.6%+26.0pp | 76.5%+21.2pp | 71.6%+26.0pp |
| Annual return | 13.98% | 17.66%-3.7pp | 579.32%-565.3pp | 17.66%-3.7pp |
| Employer contribution / active EE | $6,105 | $3,262+87.2% | $4,217+44.8% | $3,262+87.2% |
| Participant deferral / active EE | $12,066 | $5,331+126.3% | $7,025+71.8% | $5,331+126.3% |
| Admin fee / account holder | $103 | $109-5.2% | $6,858-98.5% | $109-5.2% |