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.5+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,175 |
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 | -$43,232 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,967 | $73,125+24.4% | $125,175-27.3% | $77,787+16.9% |
| Participation rate | 87.8% | 79.4%+8.4pp | 79.8%+8.0pp | 73.2%+14.6pp |
| Annual return | 19.51% | 24.71%-5.2pp | 43.79%-24.3pp | 32.57%-13.1pp |
| Employer contribution / active EE | $6,169 | $2,413+155.7% | $3,865+59.6% | $2,504+146.3% |
| Participant deferral / active EE | $0 | $3,966-100.0% | $4,937-100.0% | $3,967-100.0% |
| Admin fee / account holder | $3 | $89-96.1% | $9,702-100.0% | $100-96.5% |