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) | $17,750 |
Filed as: FIDELITY INVEST. INST'L OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | $6,041 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,208 |
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 |
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 | $313,420 | $99,957+213.6% | $149,696+109.4% | $73,488+326.5% |
| Participation rate | 93.0% | 75.7%+17.3pp | 82.5%+10.6pp | 70.7%+22.4pp |
| Annual return | 15.06% | 53.87%-38.8pp | 276.60%-261.5pp | 28.51%-13.4pp |
| Employer contribution / active EE | $10,349 | $3,191+224.3% | $4,644+122.8% | $2,270+355.9% |
| Participant deferral / active EE | $12,653 | $6,073+108.4% | $6,842+84.9% | $3,740+238.4% |
| Admin fee / account holder | $94 | $551-83.0% | $9,309-99.0% | $513-81.8% |