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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,563 |
Filed as: FIDELITY INVST. INST. OPER. CO. INC Service code 37 · EIN 04-2647786 | Loan Processing | -$1,827 |
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 | $52,551 | $69,305-24.2% | $82,313-36.2% | $69,631-24.5% |
| Participation rate | 84.0% | 80.3%+3.7pp | 76.9%+7.1pp | 70.7%+13.3pp |
| Annual return | 136.32% | 21.47%+114.9pp | 25.88%+110.4pp | 27571.02%-27434.7pp |
| Employer contribution / active EE | $788 | $1,887-58.2% | $2,428-67.6% | $2,032-61.2% |
| Participant deferral / active EE | $2,587 | $3,568-27.5% | $3,706-30.2% | $3,224-19.7% |
| Admin fee / account holder | $8 | $97-92.0% | $5,608-99.9% | $110-93.0% |