Filed July 14, 1995
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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,699 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,525 |
Filed as: FIDELITY HEALTH INSURANCE SERVICES Service code 13 · EIN 47-2554588 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,505 | $131,799+12.7% | $200,582-26.0% | $85,563+73.6% |
| Participation rate | 97.4% | 87.9%+9.5pp | 86.9%+10.5pp | 66.0%+31.4pp |
| Annual return | 19.72% | 21.59%-1.9pp | 42.33%-22.6pp | 31.51%-11.8pp |
| Employer contribution / active EE | $11,480 | $4,532+153.3% | $6,419+78.8% | $2,654+332.6% |
| Participant deferral / active EE | $8,986 | $7,702+16.7% | $9,331-3.7% | $4,375+105.4% |
| Admin fee / account holder | $48 | $235-79.5% | $16,305-99.7% | $834-94.2% |