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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,554 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INSTITUTION Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$29,251 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,949 | $80,360+46.8% | $90,160+30.8% | $77,958+51.3% |
| Participation rate | 96.2% | 81.9%+14.3pp | 76.9%+19.4pp | 71.6%+24.6pp |
| Annual return | 15.03% | 24.56%-9.5pp | 34.88%-19.9pp | 20.87%-5.8pp |
| Employer contribution / active EE | $3,500 | $2,326+50.5% | $3,318+5.5% | $2,310+51.5% |
| Participant deferral / active EE | $4,125 | $5,829-29.2% | $5,288-22.0% | $3,537+16.6% |
| Admin fee / account holder | $11 | $64-82.1% | $5,943-99.8% | $97-88.3% |