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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,777 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,466 | $61,058+225.0% | $71,209+178.7% | $85,563+132.0% |
| Participation rate | 96.7% | 58.6%+38.1pp | 73.8%+22.9pp | 66.0%+30.7pp |
| Annual return | 18.09% | 100.41%-82.3pp | 282.51%-264.4pp | 31.51%-13.4pp |
| Employer contribution / active EE | $6,070 | $2,199+176.1% | $2,721+123.1% | $2,654+128.8% |
| Participant deferral / active EE | $11,115 | $3,173+250.3% | $4,175+166.2% | $4,375+154.0% |
| Admin fee / account holder | $77 | $855-91.0% | $5,349-98.6% | $834-90.8% |