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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,480 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,988 |
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 | $173,388 | $88,122+96.8% | $141,162+22.8% | $67,579+156.6% |
| Participation rate | 91.8% | 76.5%+15.3pp | 82.5%+9.3pp | 71.3%+20.5pp |
| Annual return | 24.49% | 75.40%-50.9pp | 71.39%-46.9pp | 378.56%-354.1pp |
| Employer contribution / active EE | $3,518 | $3,224+9.1% | $4,735-25.7% | $2,148+63.8% |
| Participant deferral / active EE | $7,423 | $5,958+24.6% | $6,709+10.6% | $3,539+109.7% |
| Admin fee / account holder | $52 | $131-60.4% | $10,261-99.5% | $142-63.6% |