Filed September 5, 2003 (most recent of 3 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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,028 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $256 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,729 | $80,673+115.4% | $101,326+71.5% | $84,808+104.9% |
| Participation rate | 92.6% | 77.8%+14.8pp | 81.5%+11.1pp | 68.3%+24.3pp |
| Annual return | 17.85% | 38.95%-21.1pp | 36.82%-19.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,408 | $2,698-47.8% | $3,665-61.6% | $2,631-46.5% |
| Participant deferral / active EE | $5,572 | $6,840-18.5% | $7,994-30.3% | $4,212+32.3% |
| Admin fee / account holder | $35 | $12,784-99.7% | $11,185-99.7% | $7,344-99.5% |