Filed July 22, 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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $69,824 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $50,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $48,174 |
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 | $155,768 | $119,446+30.4% | $150,045+3.8% | $85,563+82.1% |
| Participation rate | 96.2% | 75.4%+20.8pp | 82.3%+13.9pp | 66.0%+30.2pp |
| Annual return | 18.40% | 23.72%-5.3pp | 62.55%-44.1pp | 31.51%-13.1pp |
| Employer contribution / active EE | $4,212 | $4,078+3.3% | $4,693-10.3% | $2,654+58.7% |
| Participant deferral / active EE | $10,346 | $7,985+29.6% | $7,997+29.4% | $4,375+136.5% |
| Admin fee / account holder | $134 | $548-75.5% | $13,435-99.0% | $834-83.9% |