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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,408 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $816 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,090 | $51,197+345.5% | $82,719+175.7% | $66,914+240.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -17.06% | -9.64%-7.4pp | 701.18%-718.2pp | 1.58%-18.6pp |
| Employer contribution / active EE | $23,042 | $2,611+782.6% | $3,009+665.8% | $2,544+805.7% |
| Participant deferral / active EE | $7,284 | $3,458+110.6% | $4,395+65.7% | $4,237+71.9% |
| Admin fee / account holder | $30 | $416-92.9% | $5,329-99.4% | $593-95.0% |