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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,744 |
Filed as: FIDELITY INVSTMNTS INSTIT OPS CO, I Service code 60 | Sub-TA Fees | $0 |
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 | $110,510 | $90,410+22.2% | $91,001+21.4% | $77,958+41.8% |
| Participation rate | 87.7% | 86.4%+1.3pp | 75.6%+12.1pp | 71.6%+16.0pp |
| Annual return | 17.76% | 21.34%-3.6pp | 4.60%+13.2pp | 20.87%-3.1pp |
| Employer contribution / active EE | $6,871 | $3,392+102.6% | $2,456+179.8% | $2,310+197.4% |
| Participant deferral / active EE | $6,190 | $4,816+28.5% | $3,547+74.5% | $3,537+75.0% |
| Admin fee / account holder | $12 | $79-85.1% | $5,417-99.8% | $97-87.9% |