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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$92,364 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,549 | $46,100+285.1% | $86,590+105.0% | $69,631+155.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 20.19% | 21.02%-0.8pp | 964.84%-944.6pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $13,291 | $1,850+618.5% | $2,839+368.1% | $2,032+554.1% |
| Participant deferral / active EE | $9,760 | $2,432+301.4% | $3,609+170.5% | $3,224+202.8% |
| Admin fee / account holder | -$160 | $94-270.6% | $4,906-103.3% | $110-244.9% |