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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,982 |
Filed as: FIDELITY INVST INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | $28,554 |
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 | $348,516 | $331,159+5.2% | $112,887+208.7% | $74,419+368.3% |
| Participation rate | 97.8% | 81.4%+16.4pp | 80.5%+17.3pp | 70.7%+27.0pp |
| Annual return | 23.03% | 21.62%+1.4pp | 34.10%-11.1pp | 34.38%-11.3pp |
| Employer contribution / active EE | $9,061 | $5,469+65.7% | $4,563+98.6% | $2,637+243.5% |
| Participant deferral / active EE | $16,660 | $8,097+105.8% | $6,513+155.8% | $4,528+267.9% |
| Admin fee / account holder | $83 | $281-70.6% | $7,047-98.8% | $348-76.2% |