Filed October 19, 2004 (most recent of 5 filings on file)
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: FIDELITY INVESTMENTS INSTIT OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $34,265 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,314 |
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 | $98,987 | $81,321+21.7% | $68,509+44.5% | $59,188+67.2% |
| Participation rate | 90.3% | 83.8%+6.5pp | 74.7%+15.6pp | 69.4%+20.9pp |
| Annual return | 3.92% | 4.65%-0.7pp | 8.27%-4.3pp | 5.51%-1.6pp |
| Employer contribution / active EE | $6,525 | $3,297+97.9% | $2,278+186.5% | $2,098+211.0% |
| Participant deferral / active EE | $5,953 | $4,592+29.6% | $3,382+76.0% | $3,265+82.3% |
| Admin fee / account holder | $0 | $62-100.0% | $5,275-100.0% | $92-100.0% |