Filed October 19, 2004 (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 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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $488,740 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $438,993 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,129 | $151,876+0.2% | $113,168+34.4% | $117,739+29.2% |
| Participation rate | 92.1% | 92.5%-0.4pp | 76.6%+15.5pp | 76.6%+15.5pp |
| Annual return | 16.66% | 15.75%+0.9pp | 24.27%-7.6pp | 17.29%-0.6pp |
| Employer contribution / active EE | $5,155 | $4,598+12.1% | $2,975+73.3% | $3,746+37.6% |
| Participant deferral / active EE | $7,113 | $7,767-8.4% | $5,107+39.3% | $6,128+16.1% |
| Admin fee / account holder | $75 | $70+6.8% | $12,068-99.4% | $112-33.2% |