Filed March 14, 2005 (most recent of 3 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) | $298,793 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $165,481 |
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 | $124,462 | $145,516-14.5% | $184,203-32.4% | $99,062+25.6% |
| Participation rate | 90.6% | 90.3%+0.3pp | 86.8%+3.7pp | 71.6%+19.0pp |
| Annual return | 14.76% | 21.23%-6.5pp | 28.81%-14.1pp | 17.66%-2.9pp |
| Employer contribution / active EE | $6,742 | $5,354+25.9% | $6,427+4.9% | $3,262+106.7% |
| Participant deferral / active EE | $6,772 | $8,423-19.6% | $9,131-25.8% | $5,331+27.0% |
| Admin fee / account holder | $78 | $78-0.2% | $13,901-99.4% | $109-28.8% |