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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,482 | $51,878+59.0% | $68,368+20.6% | $79,634+3.6% |
| Participation rate | 97.8% | 53.7%+44.1pp | 73.8%+24.0pp | 62.5%+35.3pp |
| Annual return | 14.77% | 137.43%-122.7pp | 292.57%-277.8pp | 36.46%-21.7pp |
| Employer contribution / active EE | $6,940 | $1,931+259.4% | $2,649+162.0% | $2,529+174.4% |
| Participant deferral / active EE | $7,734 | $2,577+200.1% | $4,123+87.6% | $3,835+101.7% |
| Admin fee / account holder | $147 | $942-84.4% | $5,150-97.1% | $1,002-85.3% |