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 INVESTMENTS INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $395,193 |
COOK STREET CONSULTING5 years Filed as: COOK STREET CONSULTING, INC Service code 49 · EIN 84-0854432 | Other Services | $20,688 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,174 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 60 | Sub-TA Fees | $0 |
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 | $83,323 | $57,458+45.0% | $95,745-13.0% | $96,393-13.6% |
| Participation rate | 39.1% | 47.9%-8.9pp | 72.3%-33.2pp | 71.3%-32.2pp |
| Annual return | 23.25% | 17.80%+5.5pp | 28.35%-5.1pp | 22.88%+0.4pp |
| Employer contribution / active EE | $792 | $1,155-31.4% | $2,835-72.0% | $3,238-75.5% |
| Participant deferral / active EE | $1,706 | $2,443-30.2% | $4,245-59.8% | $5,455-68.7% |
| Admin fee / account holder | $52 | $61-13.9% | $5,678-99.1% | $74-29.5% |