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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,342 |
Filed as: FIDELITY INVS INSTITUTIONAL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$71,290 |
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 | $274,983 | $74,616+268.5% | $90,404+204.2% | - |
| Participation rate | 88.8% | 67.7%+21.0pp | 72.7%+16.1pp | - |
| Annual return | 18.87% | 7.61%+11.3pp | 1293.02%-1274.1pp | - |
| Employer contribution / active EE | $8,389 | $1,474+469.1% | $3,262+157.2% | - |
| Participant deferral / active EE | $9,947 | $2,994+232.2% | $3,963+151.0% | - |
| Admin fee / account holder | $30 | $4,675-99.4% | $5,611-99.5% | - |