Filed December 7, 1992
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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $78,109 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$69,507 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,769 | $122,693+95.4% | $184,203+30.2% | $199,593+20.1% |
| Participation rate | 97.8% | 86.8%+11.0pp | 86.8%+11.0pp | 72.0%+25.8pp |
| Annual return | 14.64% | 143.91%-129.3pp | 28.81%-14.2pp | 34.25%-19.6pp |
| Employer contribution / active EE | $9,342 | $4,584+103.8% | $6,427+45.4% | $3,034+207.9% |
| Participant deferral / active EE | $9,299 | $7,990+16.4% | $9,131+1.8% | $5,087+82.8% |
| Admin fee / account holder | $54 | $121-55.5% | $13,901-99.6% | $269-80.1% |