Filed April 22, 2005
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $61,659 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $35,734 |
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $12,777 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,628 |
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 | $41,609 | $54,193-23.2% | $93,606-55.5% | $77,643-46.4% |
| Participation rate | 74.0% | 63.9%+10.1pp | 68.7%+5.3pp | 70.6%+3.4pp |
| Annual return | 12.27% | 30.54%-18.3pp | 133.20%-120.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $438 | $1,168-62.5% | $2,420-81.9% | $2,726-83.9% |
| Participant deferral / active EE | $4,406 | $3,144+40.1% | $4,411-0.1% | $4,647-5.2% |
| Admin fee / account holder | $245 | $576-57.5% | $8,285-97.0% | $430-43.2% |