Filed March 12, 1998 (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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,561 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$69,481 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,594 | $131,799+97.7% | $200,582+29.9% | $85,563+204.6% |
| Participation rate | 98.8% | 87.9%+10.9pp | 86.9%+11.9pp | 66.0%+32.8pp |
| Annual return | 18.70% | 21.59%-2.9pp | 42.33%-23.6pp | 31.51%-12.8pp |
| Employer contribution / active EE | $17,808 | $4,532+293.0% | $6,419+177.4% | $2,654+571.1% |
| Participant deferral / active EE | $9,182 | $7,702+19.2% | $9,331-1.6% | $4,375+109.9% |
| Admin fee / account holder | -$10 | $235-104.3% | $16,305-100.1% | $834-101.2% |