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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $115 |
Filed as: FIDELITY INV. INST. OPER. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$7,375 |
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 | $155,436 | $70,475+120.6% | $100,516+54.6% | $79,858+94.6% |
| Participation rate | 92.3% | 73.7%+18.7pp | 79.4%+12.9pp | 69.6%+22.7pp |
| Annual return | 24.24% | 21.90%+2.3pp | 30.89%-6.6pp | 31.71%-7.5pp |
| Employer contribution / active EE | $10,046 | $2,165+364.1% | $3,418+194.0% | $2,471+306.6% |
| Participant deferral / active EE | $11,025 | $5,181+112.8% | $6,270+75.8% | $3,740+194.8% |
| Admin fee / account holder | $0 | $4,478-100.0% | $8,081-100.0% | $5,306-100.0% |