Filed January 4, 2002 (most recent of 2 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 |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | $20,069 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,185 |
Filed as: FIDLEITY INV INST OPERATIONS Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,162 | $107,378-17.0% | $108,579-17.9% | $57,658+54.6% |
| Participation rate | 47.4% | 77.1%-29.7pp | 79.6%-32.1pp | 70.2%-22.8pp |
| Annual return | 8.44% | 12.80%-4.4pp | -51.70%+60.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $0 | $1,782-100.0% | $3,758-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,853 | $3,221-42.5% | $4,311-57.0% | $3,061-39.5% |
| Admin fee / account holder | $102 | $108-6.0% | $7,645-98.7% | $95+7.9% |