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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,121 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVST INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$6,186 |
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 | $409,561 | $155,364+163.6% | $103,476+295.8% | $77,643+427.5% |
| Participation rate | 97.0% | 85.5%+11.5pp | 80.5%+16.5pp | 70.6%+26.4pp |
| Annual return | 20.39% | 19.02%+1.4pp | 23.90%-3.5pp | 31.24%-10.8pp |
| Employer contribution / active EE | $9,265 | $5,949+55.7% | $4,672+98.3% | $2,726+239.9% |
| Participant deferral / active EE | $16,845 | $8,482+98.6% | $6,623+154.3% | $4,647+262.5% |
| Admin fee / account holder | $51 | $503-89.9% | $9,413-99.5% | $430-88.2% |