Filed September 29, 1995
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.5 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 13-5565207 | Advisory (Plan) | $60,735 |
FID INV INST OPS CO10+ years Filed as: FID INV INSTL OPS CO Service code 13 · EIN 04-2647786 | Contract Administrator | $38,919 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $18,739 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $3,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,887 | $57,610+63.0% | $154,803-39.4% | $102,872-8.7% |
| Participation rate | 86.6% | 59.5%+27.1pp | 78.1%+8.5pp | 73.0%+13.6pp |
| Annual return | 17.25% | 30.49%-13.2pp | 58.88%-41.6pp | 19.06%-1.8pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $4,305-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $9,076 | $2,914+211.4% | $5,540+63.8% | $5,535+64.0% |
| Admin fee / account holder | $29 | $368-92.1% | $14,329-99.8% | $292-90.1% |