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.4+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,384 |
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 | -$75,157 |
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 | $83,762 | $64,311+30.2% | $110,238-24.0% | $75,289+11.3% |
| Participation rate | 86.5% | 79.3%+7.3pp | 79.8%+6.7pp | 72.4%+14.1pp |
| Annual return | -3.75% | -1.74%-2.0pp | 314.74%-318.5pp | -0.04%-3.7pp |
| Employer contribution / active EE | $5,954 | $2,404+147.7% | $3,826+55.6% | $2,405+147.6% |
| Participant deferral / active EE | $0 | $3,892-100.0% | $4,672-100.0% | $3,739-100.0% |
| Admin fee / account holder | -$34 | $88-138.3% | $8,547-100.4% | $102-132.8% |