Filed April 19, 1
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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,347 |
Filed as: FIDELITY INVESTMT INSTNL OPS CO LLC Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,053 | $93,351+161.4% | $62,929+287.8% | $79,634+206.5% |
| Participation rate | 67.1% | 74.6%-7.6pp | 73.1%-6.1pp | 62.5%+4.6pp |
| Annual return | 18.77% | 14.37%+4.4pp | 1063.93%-1045.2pp | 36.46%-17.7pp |
| Employer contribution / active EE | $4,892 | $3,135+56.0% | $2,505+95.3% | $2,529+93.4% |
| Participant deferral / active EE | $5,164 | $3,921+31.7% | $3,888+32.8% | $3,835+34.7% |
| Admin fee / account holder | $96 | $229-58.1% | $5,065-98.1% | $1,002-90.4% |