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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,470 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,175 |
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 | $149,431 | $75,388+98.2% | $123,544+21.0% | $55,725+168.2% |
| Participation rate | 88.9% | 75.7%+13.2pp | 82.3%+6.6pp | 70.9%+18.0pp |
| Annual return | -6.05% | 4.48%-10.5pp | 119.20%-125.2pp | 244.93%-251.0pp |
| Employer contribution / active EE | $3,247 | $3,063+6.0% | $4,628-29.8% | $2,078+56.2% |
| Participant deferral / active EE | $7,056 | $5,651+24.9% | $6,426+9.8% | $3,356+110.3% |
| Admin fee / account holder | $43 | $120-64.0% | $9,284-99.5% | $115-62.6% |