Filed March 22, 2019 (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) | $23,872 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,225 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,606 | $185,342-38.7% | $111,297+2.1% | $86,799+30.9% |
| Participation rate | 95.2% | 81.0%+14.2pp | 77.3%+17.8pp | 72.3%+22.9pp |
| Annual return | 17.05% | 500.80%-483.7pp | 54.65%-37.6pp | 97.91%-80.9pp |
| Employer contribution / active EE | $3,815 | $2,246+69.8% | $2,731+39.7% | $2,405+58.6% |
| Participant deferral / active EE | $6,301 | $4,458+41.3% | $4,487+40.4% | $4,131+52.5% |
| Admin fee / account holder | $37 | $255-85.6% | $7,964-99.5% | $170-78.3% |