Filed April 18, 2014 (most recent of 4 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $477,047 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $288,742 |
Filed as: CONCURRENT (FORMERLY RAYMOND JAMES) Service code 27 · EIN 59-2937883 | Advisory (Plan) | $45,000 |
Filed as: HAM, LANGSTON & BREZINA LLP Service code 10 · EIN 76-0448495 | Accounting | $24,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,320 | $88,686-15.1% | $129,995-42.1% | $96,393-21.9% |
| Participation rate | 47.9% | 78.8%-30.9pp | 78.5%-30.5pp | 71.3%-23.3pp |
| Annual return | 19.57% | 17.57%+2.0pp | -137.18%+156.8pp | 22.88%-3.3pp |
| Employer contribution / active EE | $1,252 | $2,843-56.0% | $4,320-71.0% | $3,238-61.4% |
| Participant deferral / active EE | $2,618 | $4,908-46.7% | $5,820-55.0% | $5,455-52.0% |
| Admin fee / account holder | $158 | $60+164.7% | $10,614-98.5% | $74+114.1% |