Filed March 31, 2016 (most recent of 5 filings on file)
Total covered: 212 employees
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 6-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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,107 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,158 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,428 | $75,419-17.2% | $392,568-84.1% | $67,579-7.6% |
| Participation rate | 70.6% | 74.8%-4.2pp | 78.1%-7.5pp | 71.3%-0.7pp |
| Annual return | 24.55% | 36.70%-12.2pp | 24.42%+0.1pp | 378.56%-354.0pp |
| Employer contribution / active EE | $1,074 | $2,636-59.3% | $3,783-71.6% | $2,148-50.0% |
| Participant deferral / active EE | $2,744 | $4,347-36.9% | $5,985-54.2% | $3,539-22.5% |
| Admin fee / account holder | $21 | $114-81.9% | $6,260-99.7% | $142-85.5% |