Filed May 26, 1998 (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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $200 |
Filed as: FIDELITY INV. INST. OPER. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$1,588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,481 | $58,577+75.0% | $83,333+23.0% | $64,186+59.7% |
| Participation rate | 61.0% | 72.0%-11.1pp | 77.8%-16.8pp | 69.6%-8.6pp |
| Annual return | -4.15% | 9.65%-13.8pp | 10.63%-14.8pp | 7.63%-11.8pp |
| Employer contribution / active EE | $5,683 | $2,098+170.8% | $3,379+68.2% | $2,381+138.7% |
| Participant deferral / active EE | $5,525 | $4,654+18.7% | $5,565-0.7% | $3,470+59.2% |
| Admin fee / account holder | $0 | $9,275-100.0% | $7,510-100.0% | $4,888-100.0% |