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.6+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,256 |
Filed as: FIDELITY INV INST OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | $10,607 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,177 | $78,419+55.8% | $133,956-8.8% | $73,409+66.4% |
| Participation rate | 35.2% | 78.6%-43.4pp | 79.8%-44.7pp | 72.2%-37.0pp |
| Annual return | 20.37% | 33.35%-13.0pp | 45.09%-24.7pp | 59.29%-38.9pp |
| Employer contribution / active EE | $21 | $2,044-99.0% | $3,919-99.5% | $2,234-99.1% |
| Participant deferral / active EE | $2,108 | $3,925-46.3% | $5,048-58.2% | $3,805-44.6% |
| Admin fee / account holder | $112 | $161-30.3% | $8,927-98.7% | $158-28.8% |