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 | $23,658 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,645 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,316 | $75,388-67.7% | $123,544-80.3% | $55,725-56.4% |
| Participation rate | 86.0% | 75.7%+10.4pp | 82.3%+3.8pp | 70.9%+15.2pp |
| Annual return | -6.83% | 4.48%-11.3pp | 119.20%-126.0pp | 244.93%-251.8pp |
| Employer contribution / active EE | $1,305 | $3,063-57.4% | $4,628-71.8% | $2,078-37.2% |
| Participant deferral / active EE | $2,447 | $5,651-56.7% | $6,426-61.9% | $3,356-27.1% |
| Admin fee / account holder | $67 | $120-43.8% | $9,284-99.3% | $115-41.6% |