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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,799 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,976 | $56,485+94.7% | $185,823-40.8% | $86,799+26.7% |
| Participation rate | 67.2% | 65.5%+1.8pp | 81.7%-14.5pp | 72.3%-5.0pp |
| Annual return | 13.48% | 118.04%-104.6pp | 122.05%-108.6pp | 97.91%-84.4pp |
| Employer contribution / active EE | $1,655 | $1,843-10.2% | $5,167-68.0% | $2,405-31.2% |
| Participant deferral / active EE | $4,555 | $2,553+78.4% | $5,568-18.2% | $4,131+10.3% |
| Admin fee / account holder | $81 | $150-46.0% | $16,237-99.5% | $170-52.3% |