Filed December 18, 2014
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,722 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,719 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,958 | $71,516+23.0% | $98,439-10.6% | $71,457+23.1% |
| Participation rate | 99.1% | 72.7%+26.4pp | 75.2%+23.9pp | 67.9%+31.2pp |
| Annual return | 19.12% | 32.41%-13.3pp | 21.16%-2.0pp | 28.85%-9.7pp |
| Employer contribution / active EE | $2,448 | $2,399+2.1% | $3,048-19.7% | $2,588-5.4% |
| Participant deferral / active EE | $4,776 | $4,109+16.2% | $4,738+0.8% | $4,289+11.4% |
| Admin fee / account holder | $56 | $1,675-96.7% | $8,948-99.4% | $1,587-96.5% |