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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,147 |
Filed as: FIDELITY INVS INSTITUTIONAL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$41,293 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,744 | $44,873+313.9% | $79,464+133.7% | $56,287+230.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -4.27% | 0.81%-5.1pp | 718.14%-722.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $9,282 | $2,140+333.7% | $2,800+231.4% | $2,111+339.7% |
| Participant deferral / active EE | $10,816 | $2,746+293.9% | $3,704+192.0% | $3,350+222.9% |
| Admin fee / account holder | $40 | $418-90.4% | $5,113-99.2% | $521-92.3% |