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 Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,595 |
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 64 · EIN 04-2647786 | Recordkeeping Fees | -$13,490 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,905 | $111,072+5.3% | $156,263-25.2% | $102,872+13.6% |
| Participation rate | 81.5% | 80.1%+1.4pp | 78.9%+2.6pp | 73.0%+8.5pp |
| Annual return | 17.21% | 16.98%+0.2pp | 59.47%-42.3pp | 19.06%-1.8pp |
| Employer contribution / active EE | $6,297 | $4,017+56.8% | $4,333+45.3% | $3,526+78.6% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $6,158-100.0% | $5,535-100.0% |
| Admin fee / account holder | $29 | $120-76.3% | $14,255-99.8% | $292-90.2% |