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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,371 |
Filed as: FIDELITY INVST INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$43,681 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,025 | $138,427+51.0% | $97,995+113.3% | $69,631+200.2% |
| Participation rate | 99.7% | 90.0%+9.7pp | 82.4%+17.3pp | 70.7%+29.0pp |
| Annual return | 21.35% | 26.21%-4.9pp | 23.94%-2.6pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $6,642 | $4,858+36.7% | $4,158+59.7% | $2,032+226.9% |
| Participant deferral / active EE | $12,816 | $7,165+78.9% | $5,097+151.5% | $3,224+297.6% |
| Admin fee / account holder | $118 | $101+17.0% | $5,943-98.0% | $110+6.7% |