Filed October 9, 2003
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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,278 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,363 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,816 | $88,890+49.4% | $102,423+29.7% | $77,643+71.1% |
| Participation rate | 95.8% | 80.9%+14.9pp | 76.5%+19.4pp | 70.6%+25.3pp |
| Annual return | 15.11% | 24.98%-9.9pp | 29.32%-14.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $3,687 | $2,698+36.7% | $3,023+21.9% | $2,726+35.3% |
| Participant deferral / active EE | $7,478 | $5,145+45.3% | $5,053+48.0% | $4,647+60.9% |
| Admin fee / account holder | $36 | $235-84.5% | $9,451-99.6% | $430-91.5% |