Filed February 11, 1
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 |
|---|---|---|
FID INV INST OPS CO2+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $195,404 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $106,816 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,363 | $107,045+50.7% | $108,745+48.4% | $63,975+152.2% |
| Participation rate | 97.4% | 81.9%+15.5pp | 77.7%+19.7pp | 71.1%+26.3pp |
| Annual return | 7.19% | 18.14%-10.9pp | 46.22%-39.0pp | 48.65%-41.5pp |
| Employer contribution / active EE | $3,985 | $2,651+50.3% | $3,323+19.9% | $2,182+82.7% |
| Participant deferral / active EE | $7,767 | $4,292+81.0% | $5,121+51.7% | $3,356+131.4% |
| Admin fee / account holder | $72 | $67+7.6% | $6,144-98.8% | $70+2.5% |