Filed February 28, 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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $347,073 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $295,120 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $32,020 |
MERCER2 years Filed as: MERCER INVESTMENTS Service code 27 · EIN 30-0282430 | Advisory (Plan) | $21,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $159,299 | $122,186+30.4% | $146,958+8.4% | $199,593-20.2% |
| Participation rate | 96.8% | 78.3%+18.6pp | 82.2%+14.7pp | 72.0%+24.9pp |
| Annual return | 17.33% | 30.56%-13.2pp | 418.34%-401.0pp | 34.25%-16.9pp |
| Employer contribution / active EE | $3,051 | $4,093-25.5% | $4,933-38.2% | $3,034+0.5% |
| Participant deferral / active EE | $11,933 | $8,502+40.4% | $8,070+47.9% | $5,087+134.6% |
| Admin fee / account holder | $101 | $179-43.5% | $12,998-99.2% | $269-62.4% |