Filed June 8, 2009 (most recent of 3 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 |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO, INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $953,611 |
STRATEGIC ADVISORS, INC.6+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $142,654 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,604 | $430,560-89.9% | $98,907-55.9% | $106,222-58.9% |
| Participation rate | 70.1% | 86.2%-16.1pp | 76.0%-5.9pp | 70.8%-0.7pp |
| Annual return | 14.36% | 17.89%-3.5pp | 196.43%-182.1pp | 21.69%-7.3pp |
| Employer contribution / active EE | $0 | $6,804-100.0% | $2,689-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $0 | $9,623-100.0% | $4,244-100.0% | $4,600-100.0% |
| Admin fee / account holder | $33 | $220-84.9% | $6,642-99.5% | $78-57.6% |