Filed October 18, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,081 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$3,450 |
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 | $221,793 | $88,083+151.8% | $164,813+34.6% | $74,495+197.7% |
| Participation rate | 98.7% | 73.0%+25.6pp | 78.6%+20.1pp | 67.2%+31.5pp |
| Annual return | 13.80% | 17.26%-3.5pp | 69.93%-56.1pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $5,059 | $2,593+95.1% | $4,341+16.6% | $2,623+92.9% |
| Participant deferral / active EE | $14,891 | $4,498+231.1% | $6,031+146.9% | $4,346+242.7% |
| Admin fee / account holder | $54 | $2,234-97.6% | $12,690-99.6% | $1,942-97.2% |