Filed January 13, 2006
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.1 year Filed as: STRATEGIC ADVISORS, LLC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,070 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $48,240 |
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 | $215,039 | $98,727+117.8% | $113,168+90.0% | $85,563+151.3% |
| Participation rate | 92.9% | 80.8%+12.1pp | 76.6%+16.3pp | 66.0%+26.9pp |
| Annual return | 18.24% | 17.43%+0.8pp | 24.27%-6.0pp | 31.51%-13.3pp |
| Employer contribution / active EE | $3,654 | $2,907+25.7% | $2,975+22.8% | $2,654+37.7% |
| Participant deferral / active EE | $13,544 | $5,424+149.7% | $5,107+165.2% | $4,375+209.6% |
| Admin fee / account holder | $135 | $357-62.1% | $12,068-98.9% | $834-83.8% |