Filed July 17, 2005
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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,223 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,931 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,383 | $79,171+127.8% | $102,423+76.1% | $74,495+142.1% |
| Participation rate | 97.5% | 74.8%+22.7pp | 76.5%+21.0pp | 67.2%+30.3pp |
| Annual return | 19.84% | 54.93%-35.1pp | 29.32%-9.5pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $3,728 | $2,362+57.8% | $3,023+23.3% | $2,623+42.1% |
| Participant deferral / active EE | $6,354 | $4,415+43.9% | $5,053+25.7% | $4,346+46.2% |
| Admin fee / account holder | $84 | $2,001-95.8% | $9,451-99.1% | $1,942-95.7% |