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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,859 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$61,364 |
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 | $744,128 | $132,049+463.5% | $200,582+271.0% | $74,304+901.5% |
| Participation rate | 97.3% | 84.1%+13.2pp | 86.9%+10.4pp | 60.3%+36.9pp |
| Annual return | 16.65% | 22.22%-5.6pp | 42.33%-25.7pp | 29.43%-12.8pp |
| Employer contribution / active EE | $23,767 | $4,558+421.5% | $6,419+270.3% | $2,241+960.5% |
| Participant deferral / active EE | $30,507 | $7,213+323.0% | $9,331+226.9% | $3,767+709.8% |
| Admin fee / account holder | -$119 | $2,405-105.0% | $16,305-100.7% | $2,969-104.0% |