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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,531 |
Filed as: FIDELITY INVST INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | $27,174 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $309,823 | $160,088+93.5% | $112,977+174.2% | $73,409+322.0% |
| Participation rate | 99.1% | 90.7%+8.4pp | 82.6%+16.6pp | 72.2%+27.0pp |
| Annual return | 22.49% | 17.93%+4.6pp | 24.24%-1.8pp | 59.29%-36.8pp |
| Employer contribution / active EE | $9,031 | $5,200+73.7% | $4,255+112.3% | $2,234+304.3% |
| Participant deferral / active EE | $15,483 | $8,024+93.0% | $5,836+165.3% | $3,805+306.9% |
| Admin fee / account holder | $145 | $133+9.3% | $6,294-97.7% | $158-8.1% |