Filed April 24, 1995 (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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $349,072 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $98,809 |
Filed as: FIDELITY INVESTMENTS INSTITUATIONAL Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,206 | $110,282+0.8% | $102,438+8.6% | $199,768-44.3% |
| Participation rate | 99.3% | 86.3%+13.0pp | 76.5%+22.8pp | 72.0%+27.2pp |
| Annual return | 17.42% | 35.75%-18.3pp | 29.37%-11.9pp | 34.26%-16.8pp |
| Employer contribution / active EE | $5,230 | $3,603+45.1% | $3,024+73.0% | $3,037+72.2% |
| Participant deferral / active EE | $7,942 | $6,376+24.6% | $5,054+57.2% | $5,090+56.0% |
| Admin fee / account holder | $85 | $122-30.2% | $9,448-99.1% | $269-68.2% |