Filed January 4, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,825 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,369 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,499 | $96,484+103.7% | $156,263+25.7% | $74,304+164.5% |
| Participation rate | 97.9% | 67.7%+30.3pp | 78.9%+19.0pp | 60.3%+37.6pp |
| Annual return | 18.87% | 17.73%+1.1pp | 59.47%-40.6pp | 29.43%-10.6pp |
| Employer contribution / active EE | $7,103 | $2,528+180.9% | $4,333+63.9% | $2,241+216.9% |
| Participant deferral / active EE | $6,256 | $4,286+46.0% | $6,158+1.6% | $3,767+66.1% |
| Admin fee / account holder | $72 | $3,728-98.1% | $14,255-99.5% | $2,969-97.6% |