Filed November 2, 2004 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $402,350 |
Filed as: SAGEVIEW A Service code 26 · EIN 33-0818667 | Advisory (Participants) | $39,584 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$59,789 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,018 | $151,876-2.5% | $113,168+30.8% | $117,739+25.7% |
| Participation rate | 97.7% | 92.5%+5.2pp | 76.6%+21.1pp | 76.6%+21.1pp |
| Annual return | 17.82% | 15.75%+2.1pp | 24.27%-6.4pp | 17.29%+0.5pp |
| Employer contribution / active EE | $5,344 | $4,598+16.2% | $2,975+79.6% | $3,746+42.7% |
| Participant deferral / active EE | $5,880 | $7,767-24.3% | $5,107+15.1% | $6,128-4.0% |
| Admin fee / account holder | $36 | $70-48.8% | $12,068-99.7% | $112-68.0% |