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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,533 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,196 |
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 | $182,442 | $79,519+129.4% | $95,952+90.1% | $73,409+148.5% |
| Participation rate | 92.1% | 81.2%+11.0pp | 77.1%+15.1pp | 72.2%+20.0pp |
| Annual return | 14.66% | 19.20%-4.5pp | 91.61%-77.0pp | 59.29%-44.6pp |
| Employer contribution / active EE | $1,127 | $2,048-44.9% | $2,541-55.6% | $2,234-49.5% |
| Participant deferral / active EE | $9,440 | $4,138+128.1% | $4,167+126.5% | $3,805+148.1% |
| Admin fee / account holder | $155 | $184-15.7% | $6,795-97.7% | $158-1.5% |