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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,939 |
Filed as: FIDELITY INVESTMENTS INST OP CO Service code 37 · EIN 04-2647786 | Loan Processing | $2,454 |
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 | $48,616 | $73,034-33.4% | $77,163-37.0% | $80,160-39.4% |
| Participation rate | 57.7% | 78.1%-20.5pp | 69.6%-11.9pp | 72.9%-15.3pp |
| Annual return | 33.49% | 18.56%+14.9pp | 37.87%-4.4pp | 40.38%-6.9pp |
| Employer contribution / active EE | $1,029 | $2,779-63.0% | $2,535-59.4% | $2,978-65.4% |
| Participant deferral / active EE | $2,211 | $4,140-46.6% | $3,833-42.3% | $5,017-55.9% |
| Admin fee / account holder | $20 | $104-81.0% | $5,472-99.6% | $145-86.4% |