Filed November 24, 2009 (most recent of 7 filings on file)
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 |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS C Service code 37 · EIN 04-2647786 | Loan Processing | $838,893 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $719,560 |
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 | $302,905 | $145,906+107.6% | $67,502+348.7% | $106,382+184.7% |
| Participation rate | 90.7% | 67.1%+23.6pp | 72.9%+17.8pp | 69.9%+20.8pp |
| Annual return | 13.44% | 15.10%-1.7pp | 3512.12%-3498.7pp | 17.37%-3.9pp |
| Employer contribution / active EE | $11,002 | $6,028+82.5% | $2,731+302.9% | $3,364+227.1% |
| Participant deferral / active EE | $15,778 | $5,093+209.8% | $4,000+294.5% | $5,569+183.3% |
| Admin fee / account holder | $37 | $38-1.8% | $3,998-99.1% | $79-53.1% |