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 Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,071 |
Filed as: FIDELITY INVESTMENTS INST, OPER. CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INST. OPER. CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$80,551 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $84,815 | $107,378-21.0% | $108,579-21.9% | $57,658+47.1% |
| Participation rate | 89.1% | 77.1%+12.0pp | 79.6%+9.5pp | 70.2%+18.8pp |
| Annual return | 6.23% | 12.80%-6.6pp | -51.70%+57.9pp | 5.13%+1.1pp |
| Employer contribution / active EE | $5,854 | $1,782+228.6% | $3,758+55.8% | $1,974+196.6% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | -$59 | $108-154.5% | $7,645-100.8% | $95-162.6% |