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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $0 |
Filed as: FIDELITY INV. INST. OPER. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$27,587 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,766 | $59,107+92.5% | $86,436+31.6% | $68,494+66.1% |
| Participation rate | 63.6% | 75.2%-11.6pp | 80.3%-16.7pp | 67.9%-4.3pp |
| Annual return | -21.45% | -0.23%-21.2pp | 4394.89%-4416.3pp | -7.84%-13.6pp |
| Employer contribution / active EE | $6,247 | $2,519+148.0% | $3,769+65.8% | $2,596+140.6% |
| Participant deferral / active EE | $5,475 | $5,901-7.2% | $6,952-21.2% | $4,027+36.0% |
| Admin fee / account holder | $242 | $5,637-95.7% | $6,731-96.4% | $5,403-95.5% |