Filed June 21, 2006
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.10+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $191,457 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 P O BOX 77001 · CINCINNATI, OH 452770018 | Loan Processing | $159,090 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,959 | $2,679,533-97.4% | $164,813-57.6% | $199,593-64.9% |
| Participation rate | 91.7% | 78.3%+13.4pp | 78.6%+13.1pp | 72.0%+19.7pp |
| Annual return | 16.46% | 17.93%-1.5pp | 69.93%-53.5pp | 34.25%-17.8pp |
| Employer contribution / active EE | $1,750 | $2,970-41.1% | $4,341-59.7% | $3,034-42.3% |
| Participant deferral / active EE | $5,033 | $5,010+0.5% | $6,031-16.6% | $5,087-1.1% |
| Admin fee / account holder | $91 | $1,982-95.4% | $12,690-99.3% | $269-66.0% |