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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,961 |
Filed as: FIDELITY INVST INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$54,618 |
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 | $203,409 | $120,075+69.4% | $90,782+124.1% | $55,725+265.0% |
| Participation rate | 98.6% | 88.0%+10.6pp | 82.7%+15.9pp | 70.9%+27.7pp |
| Annual return | -5.72% | -3.47%-2.3pp | -3.42%-2.3pp | 244.93%-250.7pp |
| Employer contribution / active EE | $7,147 | $4,693+52.3% | $4,105+74.1% | $2,078+243.9% |
| Participant deferral / active EE | $13,398 | $6,826+96.3% | $5,366+149.7% | $3,356+299.3% |
| Admin fee / account holder | $127 | $111+13.5% | $5,908-97.9% | $115+9.9% |