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 | $96,018+154.2% | $65,493+272.6% | $85,563+185.2% |
| Participation rate | 67.1% | 74.8%-7.8pp | 73.1%-6.0pp | 66.0%+1.1pp |
| Annual return | 18.77% | 14.51%+4.3pp | 982.45%-963.7pp | 31.51%-12.7pp |
| Employer contribution / active EE | $4,892 | $3,235+51.2% | $2,574+90.0% | $2,654+84.3% |
| Participant deferral / active EE | $5,164 | $4,055+27.4% | $3,961+30.4% | $4,375+18.0% |
| Admin fee / account holder | $96 | $271-64.5% | $5,028-98.1% | $834-88.5% |