Filed March 25, 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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $96,213 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,915 |
Form 5500 reported that benefits due were not provided when due.
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 | $562,177 | $92,055+510.7% | $106,213+429.3% | $77,643+624.1% |
| Participation rate | 99.0% | 81.0%+18.0pp | 75.3%+23.8pp | 70.6%+28.5pp |
| Annual return | 17.57% | 17.91%-0.3pp | 116.14%-98.6pp | 31.24%-13.7pp |
| Employer contribution / active EE | $10,972 | $3,367+225.9% | $3,171+246.0% | $2,726+302.5% |
| Participant deferral / active EE | $15,124 | $5,386+180.8% | $5,016+201.5% | $4,647+225.4% |
| Admin fee / account holder | $154 | $219-29.5% | $11,033-98.6% | $430-64.1% |