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 | $23,975 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,416 |
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 | $30,641 | $90,410-66.1% | $91,001-66.3% | $77,958-60.7% |
| Participation rate | 91.5% | 86.4%+5.1pp | 75.6%+15.9pp | 71.6%+19.8pp |
| Annual return | 17.57% | 21.34%-3.8pp | 4.60%+13.0pp | 20.87%-3.3pp |
| Employer contribution / active EE | $1,034 | $3,392-69.5% | $2,456-57.9% | $2,310-55.3% |
| Participant deferral / active EE | $2,606 | $4,816-45.9% | $3,547-26.5% | $3,537-26.3% |
| Admin fee / account holder | $32 | $79-59.8% | $5,417-99.4% | $97-67.4% |