Filed June 5, 2014 (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 |
|---|---|---|
STONEBRIDGE1 year Filed as: STONEBRIDGE FINANCIAL GROUP, LLC Service code 27 · EIN 46-1727685 | Advisory (Plan) | $45,106 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,020 |
OSAIC WEALTH INC1 year Filed as: OSAIC ADVISORY SERVICES, LLC Service code 27 · EIN 46-5391363 | Advisory (Plan) | $13,492 |
Service code 13 · EIN 27-2487837 | Contract Administrator | $11,363 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,766 | $101,317+36.0% | $146,958-6.3% | $74,495+84.9% |
| Participation rate | 98.9% | 75.5%+23.3pp | 82.2%+16.7pp | 67.2%+31.7pp |
| Annual return | 15.70% | 8730.91%-8715.2pp | 418.34%-402.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $2,023 | $3,810-46.9% | $4,933-59.0% | $2,623-22.9% |
| Participant deferral / active EE | $10,711 | $7,303+46.7% | $8,070+32.7% | $4,346+146.5% |
| Admin fee / account holder | $439 | $1,739-74.8% | $12,998-96.6% | $1,942-77.4% |