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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,017 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,366 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,226 | $72,254+117.6% | $86,677+81.4% | $64,808+142.6% |
| Participation rate | 91.0% | 80.4%+10.6pp | 76.6%+14.5pp | 71.5%+19.6pp |
| Annual return | -7.22% | 392.42%-399.6pp | 35.91%-43.1pp | 32.82%-40.0pp |
| Employer contribution / active EE | $2,997 | $2,393+25.3% | $2,836+5.7% | $2,506+19.6% |
| Participant deferral / active EE | $9,858 | $4,658+111.6% | $4,656+111.7% | $4,310+128.7% |
| Admin fee / account holder | $137 | $174-21.4% | $7,493-98.2% | $188-27.2% |