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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,231 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,681 |
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 | $93,642 | $72,254+29.6% | $86,677+8.0% | $64,808+44.5% |
| Participation rate | 96.8% | 80.4%+16.3pp | 76.6%+20.2pp | 71.5%+25.3pp |
| Annual return | -14.38% | 392.42%-406.8pp | 35.91%-50.3pp | 32.82%-47.2pp |
| Employer contribution / active EE | $3,918 | $2,393+63.7% | $2,836+38.1% | $2,506+56.3% |
| Participant deferral / active EE | $6,583 | $4,658+41.3% | $4,656+41.4% | $4,310+52.7% |
| Admin fee / account holder | $42 | $174-75.6% | $7,493-99.4% | $188-77.4% |