Filed May 15, 2013 (most recent of 5 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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,820 |
Service code 37 · EIN 04-2647786 | Loan Processing | $75 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,236 | $59,107+120.3% | $86,436+50.7% | $68,494+90.1% |
| Participation rate | 99.0% | 75.2%+23.7pp | 80.3%+18.7pp | 67.9%+31.1pp |
| Annual return | -16.90% | -0.23%-16.7pp | 4394.89%-4411.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,240 | $2,519-11.1% | $3,769-40.5% | $2,596-13.7% |
| Participant deferral / active EE | $9,510 | $5,901+61.2% | $6,952+36.8% | $4,027+136.2% |
| Admin fee / account holder | $41 | $5,637-99.3% | $6,731-99.4% | $5,403-99.2% |