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.2 years Filed as: STRATEGIC INVESTORS, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,028 |
Filed as: FIDELITY INVS INSTITUTIONAL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$41,492 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,354 | $50,637+275.9% | $86,590+119.8% | $62,292+205.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 19.62% | 20.80%-1.2pp | 964.84%-945.2pp | 28.90%-9.3pp |
| Employer contribution / active EE | $7,298 | $2,075+251.7% | $2,839+157.1% | $2,042+257.4% |
| Participant deferral / active EE | $9,583 | $2,611+267.0% | $3,609+165.6% | $3,169+202.4% |
| Admin fee / account holder | $20 | $413-95.1% | $4,906-99.6% | $479-95.8% |