Filed March 4, 2015
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 | $23,039 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,973 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,812 | $155,795-82.8% | $136,294-80.3% | $69,631-61.5% |
| Participation rate | 81.4% | 75.2%+6.1pp | 81.9%-0.6pp | 70.7%+10.7pp |
| Annual return | 21.88% | 232464.33%-232442.5pp | 5155.94%-5134.1pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $2,128 | $2,991-28.8% | $4,695-54.7% | $2,032+4.7% |
| Participant deferral / active EE | $2,297 | $5,394-57.4% | $6,247-63.2% | $3,224-28.7% |
| Admin fee / account holder | $67 | $128-47.6% | $9,243-99.3% | $110-39.2% |