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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,192 |
Filed as: FIDELITY INVS INSTITUTIONAL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$63,598 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,113 | $54,237+331.6% | $90,281+159.3% | $67,579+246.4% |
| Participation rate | 88.8% | 68.6%+20.1pp | 73.3%+15.5pp | 71.3%+17.5pp |
| Annual return | 26.21% | 37.27%-11.1pp | 78.10%-51.9pp | 378.56%-352.3pp |
| Employer contribution / active EE | $7,886 | $1,846+327.2% | $2,854+176.3% | $2,148+267.2% |
| Participant deferral / active EE | $9,212 | $2,625+250.9% | $3,885+137.1% | $3,539+160.3% |
| Admin fee / account holder | $51 | $123-58.9% | $5,351-99.1% | $142-64.4% |