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.10+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,025 |
Filed as: FIDELITY INVESTMENTS INST OPS. CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INST. OPS. CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 60 | Sub-TA Fees | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST. OPER. CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$36,501 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,142 | $2,679,533-95.8% | $164,813-32.0% | $199,593-43.8% |
| Participation rate | 84.7% | 78.3%+6.4pp | 78.6%+6.1pp | 72.0%+12.8pp |
| Annual return | 13.61% | 17.93%-4.3pp | 69.93%-56.3pp | 34.25%-20.6pp |
| Employer contribution / active EE | $7,036 | $2,970+136.9% | $4,341+62.1% | $3,034+131.9% |
| Participant deferral / active EE | $0 | $5,010-100.0% | $6,031-100.0% | $5,087-100.0% |
| Admin fee / account holder | $2 | $1,982-99.9% | $12,690-100.0% | $269-99.3% |