Filed March 11, 2016
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) | $8,212 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,901 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $99,442 | $52,293+90.2% | $178,490-44.3% | $73,409+35.5% |
| Participation rate | 69.4% | 65.3%+4.1pp | 81.9%-12.5pp | 72.2%-2.8pp |
| Annual return | 18.33% | 34.75%-16.4pp | 151.07%-132.7pp | 59.29%-41.0pp |
| Employer contribution / active EE | $1,381 | $1,735-20.4% | $5,011-72.4% | $2,234-38.2% |
| Participant deferral / active EE | $3,738 | $2,332+60.3% | $5,202-28.1% | $3,805-1.8% |
| Admin fee / account holder | $18 | $127-85.5% | $13,984-99.9% | $158-88.3% |