Filed July 11, 2005 (most recent of 2 filings on file)
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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $224,246 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $141,645 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,223 | $102,872+139.3% | $100,534+144.9% | $102,872+139.3% |
| Participation rate | 97.0% | 73.0%+23.9pp | 80.6%+16.3pp | 73.0%+23.9pp |
| Annual return | 19.58% | 19.06%+0.5pp | 32.66%-13.1pp | 19.06%+0.5pp |
| Employer contribution / active EE | $5,079 | $3,526+44.0% | $4,346+16.8% | $3,526+44.0% |
| Participant deferral / active EE | $11,003 | $5,535+98.8% | $6,144+79.1% | $5,535+98.8% |
| Admin fee / account holder | $147 | $292-49.8% | $7,654-98.1% | $292-49.8% |