Filed January 30, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $132,359 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $65,233 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,385 | $58,644-22.6% | $177,989-74.5% | $199,593-77.3% |
| Participation rate | 97.8% | 65.5%+32.4pp | 77.1%+20.8pp | 72.0%+25.9pp |
| Annual return | 17.05% | 19.25%-2.2pp | 294.48%-277.4pp | 34.25%-17.2pp |
| Employer contribution / active EE | $6,813 | $1,801+278.2% | $3,949+72.5% | $3,034+124.5% |
| Participant deferral / active EE | $6,419 | $4,248+51.1% | $6,276+2.3% | $5,087+26.2% |
| Admin fee / account holder | $90 | $145-37.9% | $10,363-99.1% | $269-66.4% |