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 |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $28,985 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,360 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $489 |
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 | $2,279,478 | $57,281+3879.5% | $86,612+2531.8% | $75,163+2932.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.77% | 2670.75%-2656.0pp | 591.07%-576.3pp | 160.62%-145.8pp |
| Employer contribution / active EE | $31,768 | $2,314+1272.6% | $3,022+951.1% | $2,670+1089.9% |
| Participant deferral / active EE | $199 | $3,318-94.0% | $4,438-95.5% | $4,125-95.2% |
| Admin fee / account holder | $253 | $4,112-93.9% | $5,614-95.5% | $5,651-95.5% |