Filed May 28, 1999
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) | $8,420 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INATITUTIONAL Service code 60 | Sub-TA Fees | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$99,102 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,404,844 | $59,097+2277.2% | $82,389+1605.1% | $74,304+1790.7% |
| Participation rate | 99.4% | 52.8%+46.6pp | 69.5%+29.8pp | 60.3%+39.0pp |
| Annual return | 16.27% | 22.85%-6.6pp | 28.67%-12.4pp | 29.43%-13.2pp |
| Employer contribution / active EE | $43,310 | $1,601+2605.5% | $2,517+1620.7% | $2,241+1832.5% |
| Participant deferral / active EE | $19,198 | $2,775+591.7% | $4,155+362.1% | $3,767+409.6% |
| Admin fee / account holder | $48 | $4,489-98.9% | $7,231-99.3% | $2,969-98.4% |