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 Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $226 |
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 | -$78,653 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $43,999-100.0% | $79,464-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 66.9%-66.9pp | 73.3%-73.3pp | 70.9%-70.9pp |
| Annual return | -6.08% | 1.81%-7.9pp | 718.14%-724.2pp | 244.93%-251.0pp |
| Employer contribution / active EE | $14,971 | $1,830+718.3% | $2,800+434.6% | $2,078+620.4% |
| Participant deferral / active EE | $11,081 | $2,538+336.6% | $3,704+199.2% | $3,356+230.2% |
| Admin fee / account holder | $0 | $118-100.0% | $5,113-100.0% | $115-100.0% |