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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,688 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,169 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,440 | $129,095+8.8% | $184,200-23.8% | $77,671+80.8% |
| Participation rate | 95.7% | 87.3%+8.3pp | 86.8%+8.8pp | 70.6%+25.1pp |
| Annual return | 16.42% | 33.29%-16.9pp | 28.80%-12.4pp | 31.21%-14.8pp |
| Employer contribution / active EE | $11,032 | $4,410+150.2% | $6,424+71.7% | $2,726+304.6% |
| Participant deferral / active EE | $8,844 | $7,300+21.2% | $9,132-3.2% | $4,648+90.3% |
| Admin fee / account holder | $40 | $256-84.2% | $13,907-99.7% | $430-90.6% |