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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,293 |
Filed as: FIDELITY INVESTMENTS INST. OPER. CO Service code 37 · EIN 04-2647786 | Loan Processing | -$213,367 |
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 | $197,211 | $61,125+222.6% | $108,579+81.6% | $63,975+208.3% |
| Participation rate | 97.9% | 80.5%+17.4pp | 79.6%+18.3pp | 71.1%+26.8pp |
| Annual return | 7.10% | 14.06%-7.0pp | -51.70%+58.8pp | 48.65%-41.5pp |
| Employer contribution / active EE | $8,345 | $2,237+273.1% | $3,758+122.0% | $2,182+282.5% |
| Participant deferral / active EE | $8,685 | $3,574+143.0% | $4,311+101.5% | $3,356+158.7% |
| Admin fee / account holder | -$122 | $72-270.1% | $7,645-101.6% | $70-273.8% |