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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,496 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,019 |
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 | $166,746 | $80,753+106.5% | $136,294+22.3% | $62,292+167.7% |
| Participation rate | 89.5% | 73.5%+16.0pp | 81.9%+7.6pp | 69.5%+20.0pp |
| Annual return | 17.27% | 35.83%-18.6pp | 5155.94%-5138.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $3,171 | $2,884+9.9% | $4,695-32.5% | $2,042+55.2% |
| Participant deferral / active EE | $6,809 | $5,164+31.9% | $6,247+9.0% | $3,169+114.9% |
| Admin fee / account holder | $60 | $525-88.6% | $9,243-99.4% | $479-87.5% |