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 |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Service code 16 · EIN 36-4001764 | Consulting | $27,449 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,921 |
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 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVES INST OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$29,002 |
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 | $279,077 | $84,487+230.3% | $125,339+122.7% | $66,914+317.1% |
| Participation rate | 95.3% | 76.4%+18.9pp | 82.4%+13.0pp | 69.8%+25.5pp |
| Annual return | -17.78% | -8.39%-9.4pp | 572.05%-589.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $11,167 | $3,553+214.3% | $4,814+132.0% | $2,544+338.9% |
| Participant deferral / active EE | $14,391 | $6,781+112.2% | $7,446+93.3% | $4,237+239.7% |
| Admin fee / account holder | $88 | $685-87.1% | $10,010-99.1% | $593-85.2% |