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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $104,480 |
Filed as: FIDELITY INVST. INST. OPER. CO. INC Service code 37 · EIN 04-2647786 | Loan Processing | -$278,227 |
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 | $98,685 | $105,247-6.2% | $87,100+13.3% | $77,787+26.9% |
| Participation rate | 84.4% | 85.8%-1.4pp | 76.9%+7.5pp | 73.2%+11.2pp |
| Annual return | 22.96% | 24.52%-1.6pp | 28.19%-5.2pp | 32.57%-9.6pp |
| Employer contribution / active EE | $3,188 | $2,895+10.2% | $2,521+26.5% | $2,504+27.3% |
| Participant deferral / active EE | $5,108 | $5,060+0.9% | $4,049+26.2% | $3,967+28.7% |
| Admin fee / account holder | $40 | $104-61.5% | $7,497-99.5% | $100-59.8% |