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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,433 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | -$40,410 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,627 | $44,873+371.6% | $79,464+166.3% | $56,287+276.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -6.46% | 0.81%-7.3pp | 718.14%-724.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $22,144 | $2,140+934.8% | $2,800+690.7% | $2,111+949.0% |
| Participant deferral / active EE | $6,070 | $2,746+121.1% | $3,704+63.9% | $3,350+81.2% |
| Admin fee / account holder | $26 | $418-93.7% | $5,113-99.5% | $521-95.0% |