Filed November 23, 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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,572 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$44,429 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,434 | $103,641-24.3% | $107,525-27.1% | $102,872-23.8% |
| Participation rate | 75.1% | 79.4%-4.3pp | 75.1%0pp | 73.0%+2.1pp |
| Annual return | 18.38% | 13.08%+5.3pp | 181.32%-162.9pp | 19.06%-0.7pp |
| Employer contribution / active EE | $4,934 | $5,096-3.2% | $3,754+31.5% | $3,526+39.9% |
| Participant deferral / active EE | $5,476 | $3,789+44.5% | $5,116+7.0% | $5,535-1.1% |
| Admin fee / account holder | $100 | $276-63.9% | $8,919-98.9% | $292-65.9% |