Filed January 28, 2002 (most recent of 3 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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,516 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $30,627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,252 | $62,624+183.0% | $177,989-0.4% | $77,643+128.3% |
| Participation rate | 65.9% | 66.8%-0.9pp | 77.1%-11.1pp | 70.6%-4.6pp |
| Annual return | 15.83% | 16.16%-0.3pp | 294.48%-278.7pp | 31.24%-15.4pp |
| Employer contribution / active EE | $2,371 | $1,909+24.2% | $3,949-40.0% | $2,726-13.0% |
| Participant deferral / active EE | $5,798 | $4,219+37.4% | $6,276-7.6% | $4,647+24.8% |
| Admin fee / account holder | $96 | $386-75.1% | $10,363-99.1% | $430-77.7% |