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.7+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,380 |
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 | -$44,106 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,061 | $91,746+21.1% | $146,665-24.3% | $93,030+19.4% |
| Participation rate | 93.5% | 80.9%+12.6pp | 80.1%+13.4pp | 73.9%+19.6pp |
| Annual return | 13.52% | 18.28%-4.8pp | 22.74%-9.2pp | 158.70%-145.2pp |
| Employer contribution / active EE | $6,686 | $2,815+137.5% | $4,136+61.6% | $2,706+147.1% |
| Participant deferral / active EE | $0 | $4,589-100.0% | $5,506-100.0% | $4,562-100.0% |
| Admin fee / account holder | $3 | $101-97.1% | $10,280-100.0% | $152-98.1% |