Filed March 27, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,228 |
Filed as: FIDELITY INVST INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | $4,805 |
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 | $366,896 | $172,932+112.2% | $119,258+207.7% | $86,799+322.7% |
| Participation rate | 98.3% | 89.4%+8.9pp | 82.7%+15.6pp | 72.3%+26.0pp |
| Annual return | 17.25% | 20.96%-3.7pp | 30.69%-13.4pp | 97.91%-80.7pp |
| Employer contribution / active EE | $8,951 | $5,487+63.1% | $4,384+104.2% | $2,405+272.1% |
| Participant deferral / active EE | $15,652 | $8,466+84.9% | $6,111+156.1% | $4,131+278.9% |
| Admin fee / account holder | $56 | $150-62.5% | $7,226-99.2% | $170-66.7% |