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 | $104,218 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,154 |
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 | $383,131 | $47,722+702.8% | $82,719+363.2% | $64,808+491.2% |
| Participation rate | 44.0% | 67.6%-23.7pp | 72.6%-28.6pp | 71.5%-27.5pp |
| Annual return | -16.69% | -13.05%-3.6pp | 701.18%-717.9pp | 32.82%-49.5pp |
| Employer contribution / active EE | $15,934 | $2,179+631.2% | $3,009+429.6% | $2,506+535.9% |
| Participant deferral / active EE | $10,958 | $3,329+229.1% | $4,395+149.3% | $4,310+154.2% |
| Admin fee / account holder | $322 | $143+125.2% | $5,329-94.0% | $188+71.4% |