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 | $30,817 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,469 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,904 | $47,126+118.4% | $149,673-31.2% | $74,419+38.3% |
| Participation rate | 70.2% | 63.4%+6.8pp | 78.8%-8.5pp | 70.7%-0.5pp |
| Annual return | 16.72% | 22.75%-6.0pp | 134.42%-117.7pp | 34.38%-17.7pp |
| Employer contribution / active EE | $1,602 | $1,905-15.9% | $4,818-66.7% | $2,637-39.2% |
| Participant deferral / active EE | $4,791 | $2,728+75.6% | $5,680-15.6% | $4,528+5.8% |
| Admin fee / account holder | $93 | $343-72.8% | $13,210-99.3% | $348-73.2% |