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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $116,015 |
Service code 37 · EIN 04-2647786 | Loan Processing | $56,405 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $220,556 | $58,644+276.1% | $177,989+23.9% | $199,593+10.5% |
| Participation rate | 97.3% | 65.5%+31.8pp | 77.1%+20.2pp | 72.0%+25.4pp |
| Annual return | 16.34% | 19.25%-2.9pp | 294.48%-278.1pp | 34.25%-17.9pp |
| Employer contribution / active EE | $12,205 | $1,801+577.5% | $3,949+209.1% | $3,034+302.2% |
| Participant deferral / active EE | $12,203 | $4,248+187.3% | $6,276+94.4% | $5,087+139.9% |
| Admin fee / account holder | $86 | $145-41.0% | $10,363-99.2% | $269-68.1% |