Filed November 22, 1999
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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,497 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$46,048 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $642,912 | $122,239+425.9% | $184,203+249.0% | $74,495+763.0% |
| Participation rate | 97.3% | 85.5%+11.9pp | 86.8%+10.5pp | 67.2%+30.1pp |
| Annual return | 17.49% | 19.95%-2.5pp | 28.81%-11.3pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $22,727 | $4,537+400.9% | $6,427+253.6% | $2,623+766.4% |
| Participant deferral / active EE | $29,302 | $7,139+310.5% | $9,131+220.9% | $4,346+574.3% |
| Admin fee / account holder | -$88 | $1,260-107.0% | $13,901-100.6% | $1,942-104.5% |