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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,525 |
Filed as: FIDELITY INVS INSTITUTIONAL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$32,033 |
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 | $252,969 | $51,197+394.1% | $82,719+205.8% | $66,914+278.0% |
| Participation rate | 85.7% | 67.8%+17.9pp | 72.6%+13.2pp | 69.8%+15.9pp |
| Annual return | -18.09% | -9.64%-8.5pp | 701.18%-719.3pp | 1.58%-19.7pp |
| Employer contribution / active EE | $7,997 | $2,611+206.3% | $3,009+165.8% | $2,544+214.3% |
| Participant deferral / active EE | $10,442 | $3,458+202.0% | $4,395+137.6% | $4,237+146.5% |
| Admin fee / account holder | $27 | $416-93.4% | $5,329-99.5% | $593-95.4% |