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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,320 |
Filed as: FIDELITY INVESTMENTS INST OP CO Service code 37 · EIN 04-2647786 | Loan Processing | $11,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,760 | $61,756-27.5% | $70,092-36.1% | $77,904-42.5% |
| Participation rate | 52.5% | 79.9%-27.4pp | 70.5%-18.0pp | 73.7%-21.2pp |
| Annual return | -16.51% | -11.86%-4.6pp | 190.73%-207.2pp | 12.21%-28.7pp |
| Employer contribution / active EE | $1,066 | $2,706-60.6% | $2,559-58.3% | $2,848-62.6% |
| Participant deferral / active EE | $2,335 | $3,977-41.3% | $3,849-39.3% | $4,806-51.4% |
| Admin fee / account holder | $21 | $101-79.2% | $6,267-99.7% | $133-84.1% |