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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,032 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,443 |
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 | $156,805 | $73,404+113.6% | $87,100+80.0% | $67,579+132.0% |
| Participation rate | 93.6% | 80.9%+12.8pp | 76.9%+16.8pp | 71.3%+22.4pp |
| Annual return | 22.10% | 48.29%-26.2pp | 28.19%-6.1pp | 378.56%-356.5pp |
| Employer contribution / active EE | $3,148 | $2,014+56.3% | $2,521+24.8% | $2,148+46.6% |
| Participant deferral / active EE | $10,192 | $3,913+160.5% | $4,049+151.7% | $3,539+188.0% |
| Admin fee / account holder | $160 | $142+13.0% | $7,497-97.9% | $142+12.4% |