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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,954 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | -$41,299 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,483 | $51,620+365.9% | $90,281+166.4% | $65,185+268.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 23.42% | 24.94%-1.5pp | 78.10%-54.7pp | 29.38%-6.0pp |
| Employer contribution / active EE | $21,999 | $2,235+884.5% | $2,854+670.7% | $2,177+910.7% |
| Participant deferral / active EE | $6,013 | $2,871+109.5% | $3,885+54.8% | $3,514+71.1% |
| Admin fee / account holder | $37 | $384-90.4% | $5,351-99.3% | $847-95.6% |