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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,831 |
Filed as: FIDELITY INVS INSTITUTIONAL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$29,006 |
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 | $305,818 | $52,208+485.8% | $86,612+253.1% | $74,419+310.9% |
| Participation rate | 85.7% | 66.3%+19.4pp | 71.7%+14.0pp | 70.7%+15.0pp |
| Annual return | 21.60% | 44.46%-22.9pp | 591.07%-569.5pp | 34.38%-12.8pp |
| Employer contribution / active EE | $7,815 | $2,282+242.5% | $3,022+158.6% | $2,637+196.3% |
| Participant deferral / active EE | $10,793 | $3,383+219.0% | $4,438+143.2% | $4,528+138.4% |
| Admin fee / account holder | $56 | $319-82.6% | $5,614-99.0% | $348-84.0% |