Filed March 27, 2003
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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,624 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $37,371 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,528 | $89,588+23.4% | $136,007-18.7% | $77,671+42.3% |
| Participation rate | 94.0% | 74.3%+19.7pp | 76.5%+17.5pp | 70.6%+23.4pp |
| Annual return | 18.50% | 17.42%+1.1pp | 579.32%-560.8pp | 31.21%-12.7pp |
| Employer contribution / active EE | $6,192 | $3,491+77.4% | $4,215+46.9% | $2,726+127.1% |
| Participant deferral / active EE | $4,330 | $5,591-22.6% | $7,024-38.4% | $4,648-6.8% |
| Admin fee / account holder | $66 | $539-87.7% | $6,858-99.0% | $430-84.6% |