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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $63,453 |
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $54,433 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,435 |
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 | $47,594 | $56,767-16.2% | $101,794-53.2% | $85,563-44.4% |
| Participation rate | 74.9% | 57.6%+17.4pp | 69.2%+5.8pp | 66.0%+9.0pp |
| Annual return | 18.30% | 17.76%+0.5pp | 30.53%-12.2pp | 31.51%-13.2pp |
| Employer contribution / active EE | $496 | $1,112-55.4% | $2,289-78.3% | $2,654-81.3% |
| Participant deferral / active EE | $4,479 | $2,720+64.7% | $4,084+9.7% | $4,375+2.4% |
| Admin fee / account holder | $258 | $1,098-76.5% | $8,777-97.1% | $834-69.1% |