Filed April 4, 1997 (most recent of 3 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $463,835 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $97,338 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 16 · EIN 33-0818667 | Consulting | $54,000 |
SB & COMPANY, LLC11+ years Service code 10 · EIN 20-2153727 | Accounting | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,783 | $83,158-24.5% | $167,512-62.5% | $102,872-39.0% |
| Participation rate | 93.0% | 70.1%+22.9pp | 77.1%+16.0pp | 73.0%+20.0pp |
| Annual return | 18.81% | 21.37%-2.6pp | 1615.79%-1597.0pp | 19.06%-0.3pp |
| Employer contribution / active EE | $3,440 | $2,233+54.1% | $3,882-11.4% | $3,526-2.5% |
| Participant deferral / active EE | $6,048 | $5,132+17.8% | $6,405-5.6% | $5,535+9.3% |
| Admin fee / account holder | $120 | $109+10.0% | $9,769-98.8% | $292-58.9% |