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.9+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,834 |
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 | -$46,808 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,110 | $84,993+20.1% | $129,995-21.5% | $80,160+27.4% |
| Participation rate | 87.3% | 79.5%+7.8pp | 78.5%+8.8pp | 72.9%+14.4pp |
| Annual return | 17.55% | 23.76%-6.2pp | -137.18%+154.7pp | 40.38%-22.8pp |
| Employer contribution / active EE | $6,956 | $3,051+128.0% | $4,320+61.0% | $2,978+133.6% |
| Participant deferral / active EE | $0 | $4,984-100.0% | $5,820-100.0% | $5,017-100.0% |
| Admin fee / account holder | -$1 | $391-100.4% | $10,614-100.0% | $145-101.0% |