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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,878 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,019 |
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 | $184,944 | $100,801+83.5% | $149,696+23.5% | $73,409+151.9% |
| Participation rate | 92.2% | 77.7%+14.5pp | 82.5%+9.7pp | 72.2%+20.0pp |
| Annual return | 14.78% | 265.34%-250.6pp | 276.60%-261.8pp | 59.29%-44.5pp |
| Employer contribution / active EE | $3,885 | $3,312+17.3% | $4,644-16.4% | $2,234+73.9% |
| Participant deferral / active EE | $8,617 | $6,404+34.5% | $6,842+25.9% | $3,805+126.4% |
| Admin fee / account holder | $66 | $181-63.7% | $9,309-99.3% | $158-58.5% |