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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,879 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,266 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,134 | $99,078+5.1% | $96,544+7.9% | $74,419+39.9% |
| Participation rate | 95.0% | 80.7%+14.3pp | 76.0%+19.0pp | 70.7%+24.3pp |
| Annual return | 17.66% | 22.48%-4.8pp | 25.84%-8.2pp | 34.38%-16.7pp |
| Employer contribution / active EE | $4,263 | $2,570+65.9% | $2,965+43.8% | $2,637+61.6% |
| Participant deferral / active EE | $7,436 | $4,933+50.7% | $4,851+53.3% | $4,528+64.2% |
| Admin fee / account holder | $43 | $225-80.9% | $8,252-99.5% | $348-87.7% |