Filed January 4, 2005
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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,498 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,914 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,741 | $89,436+111.0% | $164,813+14.5% | $77,643+143.1% |
| Participation rate | 97.6% | 78.6%+19.0pp | 78.6%+19.0pp | 70.6%+27.0pp |
| Annual return | 17.00% | 28.83%-11.8pp | 69.93%-52.9pp | 31.24%-14.2pp |
| Employer contribution / active EE | $6,850 | $2,569+166.7% | $4,341+57.8% | $2,726+151.3% |
| Participant deferral / active EE | $5,991 | $4,897+22.4% | $6,031-0.7% | $4,647+28.9% |
| Admin fee / account holder | $71 | $339-79.0% | $12,690-99.4% | $430-83.4% |