Filed May 21, 1
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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,416 |
Filed as: FIDELITY INVESTMENTS INST OP CO Service code 37 · EIN 04-2647786 | Loan Processing | $8,763 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,634 | $72,066-47.8% | $81,930-54.1% | $90,288-58.3% |
| Participation rate | 59.6% | 78.9%-19.3pp | 72.0%-12.4pp | 73.4%-13.7pp |
| Annual return | 14.58% | 15.92%-1.3pp | 29.49%-14.9pp | 53.97%-39.4pp |
| Employer contribution / active EE | $461 | $2,335-80.3% | $4,310-89.3% | $2,524-81.7% |
| Participant deferral / active EE | $1,808 | $3,557-49.2% | $7,107-74.6% | $4,232-57.3% |
| Admin fee / account holder | $20 | $92-78.7% | $5,158-99.6% | $114-82.7% |