Filed December 8, 2000
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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,335 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | -$7,042 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,742 | $41,854+329.4% | $73,843+143.4% | $52,331+243.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 6.42% | 2.11%+4.3pp | 2267.84%-2261.4pp | 4.54%+1.9pp |
| Employer contribution / active EE | $20,351 | $1,920+959.8% | $2,787+630.1% | $1,882+981.5% |
| Participant deferral / active EE | $5,047 | $2,498+102.0% | $3,583+40.8% | $3,022+67.0% |
| Admin fee / account holder | -$4 | $493-100.7% | $4,880-100.1% | $592-100.6% |