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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,813 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,070 | $82,202+93.5% | $125,339+26.9% | $64,808+145.4% |
| Participation rate | 92.3% | 77.9%+14.4pp | 82.4%+9.9pp | 71.5%+20.8pp |
| Annual return | -16.59% | 3.48%-20.1pp | 572.05%-588.6pp | 32.82%-49.4pp |
| Employer contribution / active EE | $4,471 | $3,615+23.7% | $4,814-7.1% | $2,506+78.4% |
| Participant deferral / active EE | $9,246 | $7,175+28.9% | $7,446+24.2% | $4,310+114.5% |
| Admin fee / account holder | $61 | $163-62.8% | $10,010-99.4% | $188-67.6% |