Filed December 20, 2016 (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 | $25,121 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,254 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $122,364 | $65,118+87.9% | $76,768+59.4% | $55,725+119.6% |
| Participation rate | 93.0% | 79.6%+13.3pp | 77.0%+16.0pp | 70.9%+22.1pp |
| Annual return | -3.73% | -1.27%-2.5pp | 2.43%-6.2pp | 244.93%-248.7pp |
| Employer contribution / active EE | $2,363 | $1,941+21.7% | $2,485-4.9% | $2,078+13.7% |
| Participant deferral / active EE | $7,637 | $3,688+107.1% | $3,852+98.3% | $3,356+127.6% |
| Admin fee / account holder | $57 | $116-50.5% | $6,675-99.1% | $115-50.2% |