Filed June 15, 2006 (most recent of 4 filings on file)
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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $345,616 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $315,454 |
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 | $138,082 | $117,148+17.9% | $67,511+104.5% | $99,061+39.4% |
| Participation rate | 58.5% | 72.7%-14.2pp | 72.9%-14.4pp | 71.6%-13.1pp |
| Annual return | 12.65% | 14.15%-1.5pp | 3517.41%-3504.8pp | 17.66%-5.0pp |
| Employer contribution / active EE | $3,975 | $4,623-14.0% | $2,733+45.5% | $3,261+21.9% |
| Participant deferral / active EE | $7,499 | $4,782+56.8% | $4,000+87.5% | $5,331+40.7% |
| Admin fee / account holder | $36 | $50-28.0% | $3,999-99.1% | $109-66.9% |