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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,636 |
Filed as: FIDELITY INVST. INST. OPER. CO.INC. Service code 37 · EIN 04-2647786 | Loan Processing | $6,264 |
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 | $149,088 | $63,905+133.3% | $74,183+101.0% | $57,658+158.6% |
| Participation rate | 93.2% | 79.8%+13.5pp | 76.6%+16.6pp | 70.2%+23.0pp |
| Annual return | 53.41% | 60.60%-7.2pp | 17.74%+35.7pp | 5.13%+48.3pp |
| Employer contribution / active EE | $2,780 | $1,840+51.0% | $2,370+17.3% | $1,974+40.8% |
| Participant deferral / active EE | $6,393 | $3,448+85.4% | $3,550+80.1% | $3,061+108.9% |
| Admin fee / account holder | $24 | $91-73.6% | $5,586-99.6% | $95-74.6% |