Filed June 5, 2014 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,747 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,136 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $365,899 | $99,957+266.1% | $149,696+144.4% | $73,488+397.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 16.66% | 53.87%-37.2pp | 276.60%-259.9pp | 28.51%-11.9pp |
| Employer contribution / active EE | $21,273 | $3,191+566.6% | $4,644+358.0% | $2,270+837.1% |
| Participant deferral / active EE | $13,695 | $6,073+125.5% | $6,842+100.2% | $3,740+266.2% |
| Admin fee / account holder | $167 | $551-69.7% | $9,309-98.2% | $513-67.5% |