Filed March 18, 2008 (most recent of 2 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 Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $82,475 |
Filed as: FIDELITY INV INST OPERATIONS CO LLC Service code 15 · EIN 04-2647786 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,143 | $121,719-71.9% | $154,803-77.9% | $140,769-75.7% |
| Participation rate | 92.3% | 76.3%+16.0pp | 78.1%+14.2pp | 74.2%+18.2pp |
| Annual return | 20.78% | 19.22%+1.6pp | 58.88%-38.1pp | 16.82%+4.0pp |
| Employer contribution / active EE | $3,495 | $2,466+41.7% | $4,305-18.8% | $3,906-10.5% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $5,540-100.0% | $6,717-100.0% |
| Admin fee / account holder | $0 | $71-100.0% | $14,329-100.0% | $229-100.0% |