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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,809 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,256 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,843 | $98,727+55.8% | $113,168+35.9% | $85,563+79.8% |
| Participation rate | 96.9% | 80.8%+16.1pp | 76.6%+20.3pp | 66.0%+30.9pp |
| Annual return | 17.57% | 17.43%+0.1pp | 24.27%-6.7pp | 31.51%-13.9pp |
| Employer contribution / active EE | $3,289 | $2,907+13.1% | $2,975+10.5% | $2,654+23.9% |
| Participant deferral / active EE | $8,049 | $5,424+48.4% | $5,107+57.6% | $4,375+84.0% |
| Admin fee / account holder | $46 | $357-87.2% | $12,068-99.6% | $834-94.5% |