Filed November 13, 2001
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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $233,631 |
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 60 | Sub-TA Fees | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS INST. OPER. CO Service code 37 · EIN 04-2647786 | Loan Processing | -$45,849 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,919 | $111,072+170.9% | $156,263+92.6% | $102,872+192.5% |
| Participation rate | 99.9% | 80.1%+19.7pp | 78.9%+21.0pp | 73.0%+26.8pp |
| Annual return | 18.18% | 16.98%+1.2pp | 59.47%-41.3pp | 19.06%-0.9pp |
| Employer contribution / active EE | $9,049 | $4,017+125.2% | $4,333+108.8% | $3,526+156.6% |
| Participant deferral / active EE | $11,817 | $5,455+116.6% | $6,158+91.9% | $5,535+113.5% |
| Admin fee / account holder | $95 | $120-21.3% | $14,255-99.3% | $292-67.6% |