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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,770 |
Filed as: FIDELITY INVST. INST. OPER. CO.INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$26,720 |
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 | $158,093 | $69,305+128.1% | $82,313+92.1% | $69,631+127.0% |
| Participation rate | 93.9% | 80.3%+13.6pp | 76.9%+17.0pp | 70.7%+23.2pp |
| Annual return | 18.00% | 21.47%-3.5pp | 25.88%-7.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $3,680 | $1,887+95.1% | $2,428+51.6% | $2,032+81.1% |
| Participant deferral / active EE | $6,767 | $3,568+89.6% | $3,706+82.6% | $3,224+109.9% |
| Admin fee / account holder | $32 | $97-67.5% | $5,608-99.4% | $110-71.4% |