Filed March 22, 2015 (most recent of 2 filings on file)
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 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,058 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,875 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,651 | $62,127+23.4% | $81,382-5.8% | $74,495+2.9% |
| Participation rate | 94.7% | 64.0%+30.7pp | 69.5%+25.3pp | 67.2%+27.5pp |
| Annual return | 16.34% | 16.48%-0.1pp | 24.73%-8.4pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $5,152 | $1,882+173.7% | $2,463+109.2% | $2,623+96.4% |
| Participant deferral / active EE | $4,820 | $3,229+49.3% | $3,883+24.1% | $4,346+10.9% |
| Admin fee / account holder | $40 | $1,934-97.9% | $5,768-99.3% | $1,942-97.9% |