Filed June 6, 2003
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $649,712 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $344,101 |
BALEFIRE LLC1 year Service code 27 · EIN 47-2587418 | Advisory (Plan) | $47,500 |
VISIONPOINT ADVISORY GROUP7 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $47,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,247 | $140,769-34.5% | $156,263-41.0% | $140,769-34.5% |
| Participation rate | 97.9% | 74.2%+23.7pp | 78.9%+18.9pp | 74.2%+23.7pp |
| Annual return | 19.11% | 16.82%+2.3pp | 59.47%-40.4pp | 16.82%+2.3pp |
| Employer contribution / active EE | $4,359 | $3,906+11.6% | $4,333+0.6% | $3,906+11.6% |
| Participant deferral / active EE | $7,625 | $6,717+13.5% | $6,158+23.8% | $6,717+13.5% |
| Admin fee / account holder | $70 | $229-69.5% | $14,255-99.5% | $229-69.5% |