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 4-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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,229 |
Filed as: FIDELITY INVST. INST. OPER. CO.INC. Service code 37 · EIN 04-2647786 | Loan Processing | $3,775 |
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 | $163,953 | $72,770+125.3% | $67,652+142.3% | $55,191+197.1% |
| Participation rate | 91.9% | 78.8%+13.1pp | 75.7%+16.2pp | 69.2%+22.7pp |
| Annual return | 1.24% | -3.26%+4.5pp | 6625.04%-6623.8pp | 10.78%-9.5pp |
| Employer contribution / active EE | $4,496 | $1,769+154.1% | $2,266+98.4% | $1,899+136.8% |
| Participant deferral / active EE | $8,730 | $3,408+156.1% | $3,560+145.2% | $3,046+186.6% |
| Admin fee / account holder | $32 | $79-58.8% | $4,821-99.3% | $91-64.3% |