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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,792 |
Filed as: FIDELITY INVST. INST. OPER. CO. INC Service code 37 · EIN 04-2647786 | Loan Processing | -$54,851 |
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 | $81,586 | $88,730-8.1% | $82,313-0.9% | $77,958+4.7% |
| Participation rate | 71.5% | 84.5%-13.1pp | 76.9%-5.4pp | 71.6%-0.2pp |
| Annual return | 20.62% | 20.88%-0.3pp | 25.88%-5.3pp | 20.87%-0.3pp |
| Employer contribution / active EE | $1,886 | $2,758-31.6% | $2,428-22.3% | $2,310-18.4% |
| Participant deferral / active EE | $3,486 | $4,634-24.8% | $3,706-5.9% | $3,537-1.4% |
| Admin fee / account holder | $28 | $74-62.3% | $5,608-99.5% | $97-71.3% |