Filed January 3, 2011
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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,925 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INSTITUTION Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$31,470 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,864 | $70,106+53.9% | $80,975+33.2% | $63,975+68.6% |
| Participation rate | 96.5% | 79.4%+17.1pp | 75.8%+20.7pp | 71.1%+25.4pp |
| Annual return | 7.97% | 13.93%-6.0pp | 17.10%-9.1pp | 48.65%-40.7pp |
| Employer contribution / active EE | $3,423 | $2,042+67.7% | $3,714-7.8% | $2,182+56.9% |
| Participant deferral / active EE | $3,807 | $5,245-27.4% | $5,696-33.2% | $3,356+13.4% |
| Admin fee / account holder | $3 | $57-95.3% | $5,516-100.0% | $70-96.2% |