Filed December 9, 2003
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.6 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,332 |
Filed as: FIDEILITY INVESTMENTS INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $3,151 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,070 | $69,823+76.3% | $77,163+59.5% | $74,419+65.4% |
| Participation rate | 66.8% | 70.0%-3.2pp | 69.6%-2.8pp | 70.7%-3.9pp |
| Annual return | 17.23% | 19.98%-2.7pp | 37.87%-20.6pp | 34.38%-17.1pp |
| Employer contribution / active EE | $1,671 | $2,150-22.3% | $2,535-34.1% | $2,637-36.6% |
| Participant deferral / active EE | $3,627 | $3,558+1.9% | $3,833-5.4% | $4,528-19.9% |
| Admin fee / account holder | $94 | $398-76.5% | $5,472-98.3% | $348-73.1% |