Filed April 19, 2005 (most recent of 2 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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,661 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,783 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,343 | $129,021+11.9% | $184,203-21.6% | $77,643+85.9% |
| Participation rate | 92.6% | 87.3%+5.3pp | 86.8%+5.8pp | 70.6%+22.0pp |
| Annual return | 16.56% | 33.27%-16.7pp | 28.81%-12.3pp | 31.24%-14.7pp |
| Employer contribution / active EE | $3,725 | $4,413-15.6% | $6,427-42.0% | $2,726+36.7% |
| Participant deferral / active EE | $5,026 | $7,297-31.1% | $9,131-45.0% | $4,647+8.1% |
| Admin fee / account holder | $63 | $254-75.0% | $13,901-99.5% | $430-85.2% |