Filed April 30, 2015 (most recent of 4 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,513 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,394 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $27,587 | $82,279-66.5% | $77,999-64.6% | $63,975-56.9% |
| Participation rate | 82.2% | 84.7%-2.5pp | 75.5%+6.6pp | 71.1%+11.0pp |
| Annual return | 7.40% | 11.20%-3.8pp | 425.96%-418.6pp | 48.65%-41.2pp |
| Employer contribution / active EE | $801 | $3,297-75.7% | $2,470-67.6% | $2,182-63.3% |
| Participant deferral / active EE | $1,996 | $4,538-56.0% | $3,497-42.9% | $3,356-40.5% |
| Admin fee / account holder | $24 | $81-70.4% | $5,480-99.6% | $70-65.8% |