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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,969 |
Filed as: FIDELITY INVST INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$57,936 |
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 | $246,879 | $174,559+41.4% | $105,387+134.3% | $67,579+265.3% |
| Participation rate | 99.3% | 88.2%+11.1pp | 82.6%+16.7pp | 71.3%+28.0pp |
| Annual return | 25.93% | 23.63%+2.3pp | 26.82%-0.9pp | 378.56%-352.6pp |
| Employer contribution / active EE | $7,463 | $4,874+53.1% | $4,213+77.1% | $2,148+247.5% |
| Participant deferral / active EE | $13,802 | $7,563+82.5% | $5,502+150.9% | $3,539+290.0% |
| Admin fee / account holder | $135 | $270-50.2% | $6,559-97.9% | $142-5.4% |