Filed May 21, 1996 (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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,062 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,691 | $65,908+152.9% | $81,812+103.7% | $77,643+114.7% |
| Participation rate | 98.1% | 65.8%+32.3pp | 72.3%+25.7pp | 70.6%+27.5pp |
| Annual return | 15.76% | 26.64%-10.9pp | 773.79%-758.0pp | 31.24%-15.5pp |
| Employer contribution / active EE | $5,586 | $2,370+135.7% | $2,912+91.8% | $2,726+104.9% |
| Participant deferral / active EE | $10,563 | $3,505+201.3% | $4,319+144.6% | $4,647+127.3% |
| Admin fee / account holder | $57 | $526-89.2% | $7,386-99.2% | $430-86.9% |