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.4+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,063 |
Filed as: FIDELITY INV INST OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | $11,995 |
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 | $91,009 | $62,267+46.2% | $110,238-17.4% | $55,725+63.3% |
| Participation rate | 42.3% | 78.1%-35.8pp | 79.8%-37.5pp | 70.9%-28.5pp |
| Annual return | -4.01% | -1.07%-2.9pp | 314.74%-318.8pp | 244.93%-248.9pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $3,826-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,377 | $3,516-32.4% | $4,672-49.1% | $3,356-29.2% |
| Admin fee / account holder | $99 | $121-18.1% | $8,547-98.8% | $115-14.0% |