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.8+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,508 |
Filed as: FIDELITY INVESTMENTS INST, OPER. CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INST. OPER. CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$42,533 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,481 | $84,000+5.3% | $119,609-26.0% | $77,904+13.6% |
| Participation rate | 92.5% | 77.8%+14.7pp | 79.3%+13.2pp | 73.7%+18.8pp |
| Annual return | -16.88% | -11.59%-5.3pp | -14.97%-1.9pp | 12.21%-29.1pp |
| Employer contribution / active EE | $6,598 | $2,907+127.0% | $4,232+55.9% | $2,848+131.7% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $5,602-100.0% | $4,806-100.0% |
| Admin fee / account holder | $2 | $116-98.3% | $10,323-100.0% | $133-98.6% |