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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,452 |
Filed as: FIDELITY INVST. INST. OPER. CO. INC Service code 37 · EIN 04-2647786 | Loan Processing | -$25,450 |
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 | $48,918 | $105,247-53.5% | $87,100-43.8% | $77,787-37.1% |
| Participation rate | 82.4% | 85.8%-3.4pp | 76.9%+5.5pp | 73.2%+9.2pp |
| Annual return | 23.18% | 24.52%-1.3pp | 28.19%-5.0pp | 32.57%-9.4pp |
| Employer contribution / active EE | $1,188 | $2,895-59.0% | $2,521-52.9% | $2,504-52.6% |
| Participant deferral / active EE | $3,654 | $5,060-27.8% | $4,049-9.7% | $3,967-7.9% |
| Admin fee / account holder | $21 | $104-80.0% | $7,497-99.7% | $100-79.1% |