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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,016 |
Filed as: FIDELITY INVST. INST. OPER. CO. INC Service code 37 · EIN 04-2647786 | Loan Processing | -$51,223 |
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 | $83,646 | $78,852+6.1% | $76,768+9.0% | $75,289+11.1% |
| Participation rate | 83.0% | 85.0%-1.9pp | 77.0%+6.1pp | 72.4%+10.6pp |
| Annual return | 26.28% | -1.29%+27.6pp | 2.43%+23.9pp | -0.04%+26.3pp |
| Employer contribution / active EE | $2,203 | $2,794-21.2% | $2,485-11.4% | $2,405-8.4% |
| Participant deferral / active EE | $3,899 | $4,800-18.8% | $3,852+1.2% | $3,739+4.3% |
| Admin fee / account holder | $26 | $79-66.5% | $6,675-99.6% | $102-74.2% |