Filed October 28, 1996
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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $286,931 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $106,060 |
COOK STREET CONSULTING6 years Filed as: COOK STREET CONSULTING, INC. Service code 16 · EIN 84-0854432 | Consulting | $55,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,251 | $115,744+104.1% | $100,391+135.3% | $199,593+18.4% |
| Participation rate | 97.7% | 85.7%+12.1pp | 81.5%+16.3pp | 72.0%+25.8pp |
| Annual return | 15.81% | 17.79%-2.0pp | 49.20%-33.4pp | 34.25%-18.4pp |
| Employer contribution / active EE | $6,342 | $3,657+73.4% | $3,942+60.9% | $3,034+109.0% |
| Participant deferral / active EE | $11,708 | $9,844+18.9% | $8,082+44.9% | $5,087+130.2% |
| Admin fee / account holder | $154 | $93+65.5% | $7,899-98.1% | $269-42.8% |