Filed April 15, 1994
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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $210,070 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$199,741 |
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).
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 | $318,784 | $151,876+109.9% | $113,168+181.7% | $117,739+170.8% |
| Participation rate | 96.1% | 92.5%+3.5pp | 76.6%+19.5pp | 76.6%+19.4pp |
| Annual return | 30.07% | 15.75%+14.3pp | 24.27%+5.8pp | 17.29%+12.8pp |
| Employer contribution / active EE | $4,511 | $4,598-1.9% | $2,975+51.6% | $3,746+20.4% |
| Participant deferral / active EE | $15,746 | $7,767+102.7% | $5,107+208.3% | $6,128+156.9% |
| Admin fee / account holder | -$9 | $70-113.3% | $12,068-100.1% | $112-108.3% |