Filed November 4, 1992
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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,412 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,396 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,721 | $58,778+27.1% | $129,207-42.2% | $77,643-3.8% |
| Participation rate | 82.8% | 59.2%+23.5pp | 69.6%+13.2pp | 70.6%+12.2pp |
| Annual return | 15.09% | 24.73%-9.6pp | 9417.33%-9402.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $2,567 | $1,952+31.5% | $4,153-38.2% | $2,726-5.8% |
| Participant deferral / active EE | $3,863 | $3,212+20.3% | $4,168-7.3% | $4,647-16.9% |
| Admin fee / account holder | $118 | $589-80.0% | $7,715-98.5% | $430-72.6% |