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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,023 |
Filed as: FIDELITY INVESTMENTS INSTIT OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $15,018 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,243 | $82,279+23.0% | $77,999+29.8% | $63,975+58.3% |
| Participation rate | 87.3% | 84.7%+2.6pp | 75.5%+11.8pp | 71.1%+16.1pp |
| Annual return | 5.08% | 11.20%-6.1pp | 425.96%-420.9pp | 48.65%-43.6pp |
| Employer contribution / active EE | $5,798 | $3,297+75.9% | $2,470+134.7% | $2,182+165.8% |
| Participant deferral / active EE | $6,471 | $4,538+42.6% | $3,497+85.1% | $3,356+92.8% |
| Admin fee / account holder | $0 | $81-100.0% | $5,480-100.0% | $70-100.0% |