Filed December 19, 1995 (most recent of 2 filings on file)
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.4 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,475 |
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $2,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,354 | $126,519-31.7% | $106,201-18.7% | $145,959-40.8% |
| Participation rate | 45.5% | 77.7%-32.2pp | 75.3%-29.8pp | 80.3%-34.8pp |
| Annual return | 9.17% | 225.10%-215.9pp | 116.26%-107.1pp | 561.95%-552.8pp |
| Employer contribution / active EE | $31,426 | $3,726+743.5% | $3,170+891.5% | $4,661+574.3% |
| Participant deferral / active EE | $26,702 | $5,716+367.2% | $5,012+432.8% | $6,689+299.2% |
| Admin fee / account holder | $27 | $17,312-99.8% | $11,039-99.8% | $13,398-99.8% |