Filed October 25, 2013 (most recent of 2 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,038 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,744 |
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 | $139,332 | $70,002+99.0% | $115,037+21.1% | $52,331+166.3% |
| Participation rate | 89.5% | 72.1%+17.4pp | 81.4%+8.2pp | 68.1%+21.4pp |
| Annual return | 1.27% | 4.04%-2.8pp | 26.14%-24.9pp | 4.54%-3.3pp |
| Employer contribution / active EE | $3,072 | $2,715+13.2% | $4,608-33.3% | $1,882+63.3% |
| Participant deferral / active EE | $6,677 | $4,920+35.7% | $6,026+10.8% | $3,022+120.9% |
| Admin fee / account holder | $51 | $566-91.0% | $8,175-99.4% | $592-91.4% |