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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,188 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | -$43,025 |
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 | $273,854 | $66,124+314.1% | $90,404+202.9% | $73,488+272.6% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 16.48% | 17.65%-1.2pp | 1293.02%-1276.5pp | 28.51%-12.0pp |
| Employer contribution / active EE | $22,341 | $2,346+852.1% | $3,262+584.9% | $2,270+884.1% |
| Participant deferral / active EE | $7,051 | $3,039+132.0% | $3,963+77.9% | $3,740+88.6% |
| Admin fee / account holder | $37 | $396-90.7% | $5,611-99.3% | $513-92.8% |