Filed June 17, 1998
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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,070 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$46,248 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,830 | $84,556+47.6% | $116,228+7.4% | $74,304+68.0% |
| Participation rate | 99.4% | 66.0%+33.3pp | 74.6%+24.8pp | 60.3%+39.0pp |
| Annual return | 20.49% | 18.35%+2.1pp | 90.06%-69.6pp | 29.43%-8.9pp |
| Employer contribution / active EE | $4,655 | $2,168+114.7% | $2,994+55.4% | $2,241+107.7% |
| Participant deferral / active EE | $6,511 | $3,814+70.7% | $4,953+31.5% | $3,767+72.8% |
| Admin fee / account holder | -$198 | $3,792-105.2% | $11,989-101.7% | $2,969-106.7% |