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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | $101,259 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,674 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $534,157 | $58,290+816.4% | $98,442+442.6% | $86,799+515.4% |
| Participation rate | 61.9% | 68.3%-6.4pp | 73.3%-11.4pp | 72.3%-10.4pp |
| Annual return | 16.60% | 43.48%-26.9pp | 1492.73%-1476.1pp | 97.91%-81.3pp |
| Employer contribution / active EE | $17,731 | $2,008+783.1% | $2,960+499.1% | $2,405+637.1% |
| Participant deferral / active EE | $12,642 | $3,152+301.0% | $4,276+195.6% | $4,131+206.0% |
| Admin fee / account holder | $376 | $138+173.0% | $5,949-93.7% | $170+121.7% |