Filed December 30, 1992
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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,163 |
Filed as: FIDELITY INVEST INS OPERATIONS CO. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVEST INST OPERATIONS CO. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVEST. INST'L OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | -$15,312 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,690 | $80,753+225.3% | $136,294+92.7% | $62,292+321.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.86% | 35.83%-20.0pp | 5155.94%-5140.1pp | 28.90%-13.0pp |
| Employer contribution / active EE | $10,133 | $2,884+251.4% | $4,695+115.8% | $2,042+396.2% |
| Participant deferral / active EE | $11,916 | $5,164+130.7% | $6,247+90.7% | $3,169+276.0% |
| Admin fee / account holder | -$49 | $525-109.3% | $9,243-100.5% | $479-110.2% |