Filed March 25, 2002
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 |
|---|---|---|
FID INV INST OPS CO2 years Service code 37 · EIN 04-2647786 | Loan Processing | $56,524 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,793 |
Annual investment return 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 | $171,282 | $89,808+90.7% | $100,391+70.6% | $77,643+120.6% |
| Participation rate | 91.7% | 81.2%+10.5pp | 81.5%+10.2pp | 70.6%+21.1pp |
| Annual return | 13.41% | 20.62%-7.2pp | 49.20%-35.8pp | 31.24%-17.8pp |
| Employer contribution / active EE | $9,279 | $3,039+205.3% | $3,942+135.4% | $2,726+240.4% |
| Participant deferral / active EE | $10,795 | $8,284+30.3% | $8,082+33.6% | $4,647+132.3% |
| Admin fee / account holder | $43 | $174-75.4% | $7,899-99.5% | $430-90.0% |