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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,375 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,119 |
Form 5500 reported that benefits due were not provided when due.
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 | $145,321 | $75,183+93.3% | $123,892+17.3% | $55,167+163.4% |
| Participation rate | 89.7% | 72.8%+16.9pp | 81.4%+8.3pp | 69.0%+20.7pp |
| Annual return | 8.61% | 19.01%-10.4pp | 47.52%-38.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $3,121 | $2,823+10.5% | $4,617-32.4% | $1,963+59.0% |
| Participant deferral / active EE | $6,588 | $5,084+29.6% | $5,984+10.1% | $3,054+115.7% |
| Admin fee / account holder | $49 | $663-92.5% | $8,357-99.4% | $504-90.2% |