Filed March 28, 2014 (most recent of 7 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 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $141,514 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC BENEFIT SERVICES Service code 16 · EIN 14-1764768 | Consulting | $79,649 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,714 | $37,039-65.7% | $147,614-91.4% | $59,188-78.5% |
| Participation rate | 91.9% | 63.8%+28.1pp | 84.6%+7.3pp | 69.4%+22.5pp |
| Annual return | 6.77% | 7.19%-0.4pp | 61.98%-55.2pp | 5.51%+1.3pp |
| Employer contribution / active EE | $2,684 | $1,353+98.4% | $5,564-51.8% | $2,098+27.9% |
| Participant deferral / active EE | $3,240 | $2,094+54.7% | $4,895-33.8% | $3,265-0.8% |
| Admin fee / account holder | $48 | $60-20.7% | $11,611-99.6% | $92-48.2% |