Filed January 22, 2015 (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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $70,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,882 |
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 | $136,889 | $46,423+194.9% | $75,886+80.4% | $67,579+102.6% |
| Participation rate | 98.6% | 63.1%+35.6pp | 69.3%+29.4pp | 71.3%+27.4pp |
| Annual return | 24.26% | 32.29%-8.0pp | 30.76%-6.5pp | 378.56%-354.3pp |
| Employer contribution / active EE | $11,627 | $1,406+726.8% | $2,500+365.0% | $2,148+441.3% |
| Participant deferral / active EE | $6,074 | $2,564+136.9% | $3,603+68.6% | $3,539+71.6% |
| Admin fee / account holder | $164 | $132+24.2% | $5,418-97.0% | $142+15.1% |