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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,150 |
Filed as: FIDELITY INV INST OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | $19,932 |
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 | $101,930 | $71,666+42.2% | $117,854-13.5% | $69,631+46.4% |
| Participation rate | 47.3% | 77.5%-30.3pp | 79.7%-32.4pp | 70.7%-23.4pp |
| Annual return | 16.18% | 18.86%-2.7pp | 335.08%-318.9pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $0 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,975 | $3,340-40.9% | $4,482-55.9% | $3,224-38.7% |
| Admin fee / account holder | $106 | $120-11.6% | $8,020-98.7% | $110-3.7% |