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 Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,775 |
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 | -$77,348 |
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 | $94,420 | $67,228+40.4% | $117,854-19.9% | $77,958+21.1% |
| Participation rate | 87.7% | 79.4%+8.4pp | 79.7%+8.1pp | 71.6%+16.1pp |
| Annual return | 17.75% | 19.13%-1.4pp | 335.08%-317.3pp | 20.87%-3.1pp |
| Employer contribution / active EE | $6,499 | $2,211+194.0% | $3,786+71.7% | $2,310+181.3% |
| Participant deferral / active EE | $0 | $3,653-100.0% | $4,482-100.0% | $3,537-100.0% |
| Admin fee / account holder | -$43 | $76-157.3% | $8,020-100.5% | $97-144.6% |