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 |
|---|---|---|
Filed as: FIDELITY INVST. INST. OPER. CO. INC Service code 37 · EIN 04-2647786 | Loan Processing | $2,288 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $728 |
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 | $33,703 | $63,905-47.3% | $74,183-54.6% | $57,658-41.5% |
| Participation rate | 91.6% | 79.8%+11.8pp | 76.6%+14.9pp | 70.2%+21.3pp |
| Annual return | 426.68% | 60.60%+366.1pp | 17.74%+408.9pp | 5.13%+421.5pp |
| Employer contribution / active EE | $821 | $1,840-55.4% | $2,370-65.4% | $1,974-58.4% |
| Participant deferral / active EE | $2,730 | $3,448-20.8% | $3,550-23.1% | $3,061-10.8% |
| Admin fee / account holder | $6 | $91-93.3% | $5,586-99.9% | $95-93.5% |