Filed June 4, 1997
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 |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $378,056 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,051 |
COOK STREET CONSULTING6 years Filed as: COOK STREET CONSULTING, INC Service code 16 · EIN 84-0854432 | Consulting | $20,688 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 16 · EIN 11-3658445 | Consulting | $20,688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,803 | $64,975+47.4% | $97,226-1.5% | $106,382-9.9% |
| Participation rate | 38.9% | 45.4%-6.4pp | 72.7%-33.8pp | 69.9%-31.0pp |
| Annual return | 18.58% | 15.21%+3.4pp | 75.13%-56.6pp | 17.37%+1.2pp |
| Employer contribution / active EE | $838 | $1,126-25.6% | $2,729-69.3% | $3,364-75.1% |
| Participant deferral / active EE | $1,843 | $2,466-25.3% | $4,264-56.8% | $5,569-66.9% |
| Admin fee / account holder | $55 | $69-19.7% | $5,654-99.0% | $79-30.5% |