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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $96,230 |
Filed as: FIDELITY INVESTMENTS INST. OPER. CO Service code 37 · EIN 04-2647786 | Loan Processing | -$207,518 |
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 | $221,025 | $67,228+228.8% | $117,854+87.5% | $77,958+183.5% |
| Participation rate | 99.6% | 79.4%+20.2pp | 79.7%+19.9pp | 71.6%+27.9pp |
| Annual return | 21.78% | 19.13%+2.6pp | 335.08%-313.3pp | 20.87%+0.9pp |
| Employer contribution / active EE | $8,657 | $2,211+291.6% | $3,786+128.6% | $2,310+274.7% |
| Participant deferral / active EE | $9,056 | $3,653+147.9% | $4,482+102.1% | $3,537+156.1% |
| Admin fee / account holder | -$85 | $76-212.7% | $8,020-101.1% | $97-187.8% |