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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $83,909 |
Filed as: FIDELITY INVST. INST. OPER. CO. INC Service code 37 · EIN 04-2647786 | Loan Processing | -$231,326 |
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 | $110,414 | $176,491-37.4% | $95,952+15.1% | $90,288+22.3% |
| Participation rate | 80.8% | 86.6%-5.8pp | 77.1%+3.7pp | 73.4%+7.4pp |
| Annual return | 18.15% | 20.14%-2.0pp | 91.61%-73.5pp | 53.97%-35.8pp |
| Employer contribution / active EE | $3,116 | $2,789+11.8% | $2,541+22.6% | $2,524+23.5% |
| Participant deferral / active EE | $4,820 | $5,340-9.7% | $4,167+15.7% | $4,232+13.9% |
| Admin fee / account holder | $28 | $154-81.9% | $6,795-99.6% | $114-75.6% |