Filed September 21, 1992
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) | $84,274 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $38,925 |
THE SEGAL COMPANY3 years Service code 16 · EIN 13-1835864 | Consulting | $19,750 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$2,959 |
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 | $320,396 | $129,021+148.3% | $184,203+73.9% | $77,643+312.7% |
| Participation rate | 97.3% | 87.3%+10.0pp | 86.8%+10.5pp | 70.6%+26.8pp |
| Annual return | 16.65% | 33.27%-16.6pp | 28.81%-12.2pp | 31.24%-14.6pp |
| Employer contribution / active EE | $18,671 | $4,413+323.1% | $6,427+190.5% | $2,726+585.0% |
| Participant deferral / active EE | $14,897 | $7,297+104.1% | $9,131+63.1% | $4,647+220.6% |
| Admin fee / account holder | $142 | $254-44.2% | $13,901-99.0% | $430-67.1% |