Filed June 18, 2007 (most recent of 2 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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $303,209 |
Filed as: FIDELITY INVST. INST. OPER. CO. LLC Service code 37 · EIN 04-2647786 | Loan Processing | -$15,975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,889 | $151,876-30.3% | $113,168-6.4% | $117,739-10.1% |
| Participation rate | 86.9% | 92.5%-5.6pp | 76.6%+10.3pp | 76.6%+10.3pp |
| Annual return | 24.87% | 15.75%+9.1pp | 24.27%+0.6pp | 17.29%+7.6pp |
| Employer contribution / active EE | $4,503 | $4,598-2.1% | $2,975+51.4% | $3,746+20.2% |
| Participant deferral / active EE | $6,385 | $7,767-17.8% | $5,107+25.0% | $6,128+4.2% |
| Admin fee / account holder | $95 | $70+35.5% | $12,068-99.2% | $112-15.3% |