Filed March 27, 2007
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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $242,885 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$80,286 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,101 | $63,770+238.9% | $71,209+203.5% | $102,872+110.1% |
| Participation rate | 97.2% | 61.0%+36.2pp | 73.8%+23.5pp | 73.0%+24.2pp |
| Annual return | 16.86% | 16.01%+0.9pp | 282.51%-265.7pp | 19.06%-2.2pp |
| Employer contribution / active EE | $7,239 | $2,367+205.8% | $2,721+166.0% | $3,526+105.3% |
| Participant deferral / active EE | $11,445 | $3,587+219.1% | $4,175+174.1% | $5,535+106.8% |
| Admin fee / account holder | $0 | $220-100.0% | $5,349-100.0% | $292-100.0% |