Filed March 10, 2006
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.1 year Filed as: STRATEGIC INVESTORS, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,096 |
Filed as: FIDELITY INVS INSTITUTIONAL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$39,263 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,400 | $43,423+287.8% | $78,689+114.0% | $55,167+205.3% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 7.05% | 11.53%-4.5pp | 62.18%-55.1pp | 169.23%-162.2pp |
| Employer contribution / active EE | $6,495 | $1,997+225.3% | $2,851+127.8% | $1,963+230.9% |
| Participant deferral / active EE | $8,988 | $2,509+258.3% | $3,517+155.6% | $3,054+194.3% |
| Admin fee / account holder | $12 | $416-97.1% | $4,510-99.7% | $504-97.6% |