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 |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVIOSRS Service code 27 · EIN 20-4751585 | Advisory (Plan) | $23,333 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,138 |
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 | -$17,025 |
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 | $294,364 | $89,652+228.3% | $141,162+108.5% | $65,185+351.6% |
| Participation rate | 95.4% | 74.7%+20.7pp | 82.5%+12.9pp | 70.2%+25.2pp |
| Annual return | 22.17% | 32.79%-10.6pp | 71.39%-49.2pp | 29.38%-7.2pp |
| Employer contribution / active EE | $10,236 | $3,065+234.0% | $4,735+116.2% | $2,177+370.3% |
| Participant deferral / active EE | $12,490 | $5,691+119.5% | $6,709+86.2% | $3,514+255.5% |
| Admin fee / account holder | $38 | $569-93.2% | $10,261-99.6% | $847-95.5% |