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.4+ 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 | $39,767 | $78,852-49.6% | $76,768-48.2% | $75,289-47.2% |
| Participation rate | 79.7% | 85.0%-5.2pp | 77.0%+2.8pp | 72.4%+7.3pp |
| Annual return | 0.10% | -1.29%+1.4pp | 2.43%-2.3pp | -0.04%+0.1pp |
| Employer contribution / active EE | $1,059 | $2,794-62.1% | $2,485-57.4% | $2,405-56.0% |
| Participant deferral / active EE | $3,384 | $4,800-29.5% | $3,852-12.1% | $3,739-9.5% |
| Admin fee / account holder | $12 | $79-84.4% | $6,675-99.8% | $102-87.9% |