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 | $25,916 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,599 |
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 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 | $38,380 | $100,801-61.9% | $149,696-74.4% | $73,409-47.7% |
| Participation rate | 66.0% | 77.7%-11.7pp | 82.5%-16.5pp | 72.2%-6.2pp |
| Annual return | 25.18% | 265.34%-240.2pp | 276.60%-251.4pp | 59.29%-34.1pp |
| Employer contribution / active EE | $1,530 | $3,312-53.8% | $4,644-67.0% | $2,234-31.5% |
| Participant deferral / active EE | $1,990 | $6,404-68.9% | $6,842-70.9% | $3,805-47.7% |
| Admin fee / account holder | $68 | $181-62.3% | $9,309-99.3% | $158-56.9% |