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 | $69,736 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,385 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,384 | $105,190-59.7% | $98,907-57.1% | $90,288-53.1% |
| Participation rate | 91.1% | 86.4%+4.7pp | 76.0%+15.1pp | 73.4%+17.7pp |
| Annual return | 20.69% | 18.52%+2.2pp | 196.43%-175.7pp | 53.97%-33.3pp |
| Employer contribution / active EE | $1,714 | $3,831-55.3% | $2,689-36.3% | $2,524-32.1% |
| Participant deferral / active EE | $3,439 | $5,616-38.8% | $4,244-19.0% | $4,232-18.7% |
| Admin fee / account holder | $77 | $97-21.3% | $6,642-98.8% | $114-32.8% |