Filed January 30, 2004 (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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $452,799 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $404,614 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $232,512 | $178,759+30.1% | $102,423+127.0% | $106,382+118.6% |
| Participation rate | 98.4% | 91.3%+7.1pp | 76.5%+21.9pp | 69.9%+28.6pp |
| Annual return | 17.79% | 17.23%+0.6pp | 29.32%-11.5pp | 17.37%+0.4pp |
| Employer contribution / active EE | $7,699 | $5,750+33.9% | $3,023+154.7% | $3,364+128.9% |
| Participant deferral / active EE | $20,114 | $9,466+112.5% | $5,053+298.1% | $5,569+261.2% |
| Admin fee / account holder | $65 | $62+4.6% | $9,451-99.3% | $79-18.0% |