Filed January 10, 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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,880 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$63,574 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,331 | $89,436+107.2% | $164,813+12.4% | $77,643+138.7% |
| Participation rate | 95.2% | 78.6%+16.5pp | 78.6%+16.6pp | 70.6%+24.6pp |
| Annual return | 16.93% | 28.83%-11.9pp | 69.93%-53.0pp | 31.24%-14.3pp |
| Employer contribution / active EE | $5,416 | $2,569+110.9% | $4,341+24.8% | $2,726+98.7% |
| Participant deferral / active EE | $9,541 | $4,897+94.8% | $6,031+58.2% | $4,647+105.3% |
| Admin fee / account holder | -$97 | $339-128.6% | $12,690-100.8% | $430-122.6% |