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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $159 |
Filed as: FIDELITY INV. INST. OPER. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$7,275 |
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 | $128,741 | $63,355+103.2% | $91,989+40.0% | $72,985+76.4% |
| Participation rate | 63.6% | 72.5%-8.9pp | 78.6%-15.0pp | 69.5%-5.8pp |
| Annual return | 24.49% | 35.35%-10.9pp | 69.02%-44.5pp | 81.00%-56.5pp |
| Employer contribution / active EE | $5,303 | $2,116+150.7% | $3,452+53.6% | $2,440+117.3% |
| Participant deferral / active EE | $5,879 | $4,883+20.4% | $5,923-0.7% | $3,607+63.0% |
| Admin fee / account holder | $0 | $4,668-100.0% | $7,743-100.0% | $5,124-100.0% |