Filed December 3, 2014 (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) | $8,954 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$161,349 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $405,739 | $79,523+410.2% | $140,016+189.8% | $56,287+620.8% |
| Participation rate | 98.2% | 85.7%+12.5pp | 87.5%+10.7pp | 69.9%+28.4pp |
| Annual return | -3.40% | 2.39%-5.8pp | 651.12%-654.5pp | -9.96%+6.6pp |
| Employer contribution / active EE | $24,813 | $3,350+640.7% | $5,606+342.6% | $2,111+1075.4% |
| Participant deferral / active EE | $16,091 | $5,129+213.7% | $6,927+132.3% | $3,350+380.4% |
| Admin fee / account holder | -$427 | $614-169.5% | $10,705-104.0% | $521-181.9% |