Filed March 27, 2003
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) | $79,120 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVST INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$492 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $439,163 | $197,941+121.9% | $100,534+336.8% | $85,563+413.3% |
| Participation rate | 97.3% | 83.8%+13.5pp | 80.6%+16.6pp | 66.0%+31.3pp |
| Annual return | 18.70% | 21.00%-2.3pp | 32.66%-14.0pp | 31.51%-12.8pp |
| Employer contribution / active EE | $9,194 | $7,157+28.5% | $4,346+111.5% | $2,654+246.5% |
| Participant deferral / active EE | $16,783 | $9,061+85.2% | $6,144+173.2% | $4,375+283.6% |
| Admin fee / account holder | $79 | $1,158-93.2% | $7,654-99.0% | $834-90.5% |