Filed December 3, 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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $16,885 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,436 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $427 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,503,308 | $54,350+2666.0% | $82,719+1717.4% | $68,494+2094.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -10.86% | -13.67%+2.8pp | 701.18%-712.0pp | -7.84%-3.0pp |
| Employer contribution / active EE | $27,821 | $2,218+1154.3% | $3,009+824.6% | $2,596+971.6% |
| Participant deferral / active EE | $170 | $3,246-94.8% | $4,395-96.1% | $4,027-95.8% |
| Admin fee / account holder | $131 | $4,395-97.0% | $5,329-97.5% | $5,403-97.6% |