Filed April 29, 2013
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 6-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 | $83,070 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,994 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,482 | $61,058+35.1% | $71,209+15.8% | $85,563-3.6% |
| Participation rate | 97.8% | 58.6%+39.2pp | 73.8%+24.0pp | 66.0%+31.8pp |
| Annual return | 14.77% | 100.41%-85.6pp | 282.51%-267.7pp | 31.51%-16.7pp |
| Employer contribution / active EE | $6,940 | $2,199+215.7% | $2,721+155.1% | $2,654+161.5% |
| Participant deferral / active EE | $7,734 | $3,173+143.8% | $4,175+85.2% | $4,375+76.8% |
| Admin fee / account holder | $147 | $855-82.7% | $5,349-97.2% | $834-82.3% |