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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,667 |
Filed as: FIDELITY INVST INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | $12,023 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $292,425 | $130,655+123.8% | $93,789+211.8% | $64,808+351.2% |
| Participation rate | 97.7% | 84.9%+12.8pp | 81.0%+16.7pp | 71.5%+26.2pp |
| Annual return | -19.68% | -14.04%-5.6pp | -11.33%-8.4pp | 32.82%-52.5pp |
| Employer contribution / active EE | $9,469 | $5,594+69.3% | $4,323+119.1% | $2,506+277.9% |
| Participant deferral / active EE | $16,290 | $8,067+101.9% | $6,094+167.3% | $4,310+277.9% |
| Admin fee / account holder | $73 | $140-47.6% | $7,195-99.0% | $188-60.9% |