Filed May 15, 1996 (most recent of 2 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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $177,915 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $102,658 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $93,624 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,640 | $123,077+141.8% | $116,228+156.1% | $102,872+189.3% |
| Participation rate | 99.7% | 87.0%+12.7pp | 74.6%+25.2pp | 73.0%+26.7pp |
| Annual return | 13.64% | 15.84%-2.2pp | 90.06%-76.4pp | 19.06%-5.4pp |
| Employer contribution / active EE | $14,691 | $4,380+235.4% | $2,994+390.6% | $3,526+316.6% |
| Participant deferral / active EE | $16,587 | $6,746+145.9% | $4,953+234.9% | $5,535+199.7% |
| Admin fee / account holder | $166 | $115+43.7% | $11,989-98.6% | $292-43.3% |