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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $163,011 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $132,423 |
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 | $216,169 | $188,991+14.4% | $103,476+108.9% | $199,593+8.3% |
| Participation rate | 96.6% | 93.2%+3.4pp | 80.5%+16.1pp | 72.0%+24.6pp |
| Annual return | 19.29% | 15.75%+3.5pp | 23.90%-4.6pp | 34.25%-15.0pp |
| Employer contribution / active EE | $4,583 | $6,583-30.4% | $4,672-1.9% | $3,034+51.0% |
| Participant deferral / active EE | $10,780 | $10,334+4.3% | $6,623+62.8% | $5,087+111.9% |
| Admin fee / account holder | $122 | $114+6.9% | $9,413-98.7% | $269-54.5% |