Filed March 6, 1996
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 |
|---|---|---|
MARINER LLC6 years Service code 27 · EIN 20-4553256 | Advisory (Plan) | $57,754 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,063 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,527 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,819 | $119,446+5.3% | $150,045-16.1% | $85,563+47.0% |
| Participation rate | 97.8% | 75.4%+22.4pp | 82.3%+15.5pp | 66.0%+31.9pp |
| Annual return | 19.15% | 23.72%-4.6pp | 62.55%-43.4pp | 31.51%-12.4pp |
| Employer contribution / active EE | $3,634 | $4,078-10.9% | $4,693-22.6% | $2,654+37.0% |
| Participant deferral / active EE | $10,386 | $7,985+30.1% | $7,997+29.9% | $4,375+137.4% |
| Admin fee / account holder | $256 | $548-53.2% | $13,435-98.1% | $834-69.3% |