Filed May 15, 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 |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $21,343 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,256 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,119 |
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 | $174,692 | $51,244+240.9% | $80,975+115.7% | $55,167+216.7% |
| Participation rate | 98.0% | 71.7%+26.3pp | 75.8%+22.2pp | 69.0%+29.0pp |
| Annual return | 8.50% | 17.39%-8.9pp | 17.10%-8.6pp | 169.23%-160.7pp |
| Employer contribution / active EE | $3,639 | $1,770+105.6% | $3,714-2.0% | $1,963+85.4% |
| Participant deferral / active EE | $7,476 | $4,418+69.2% | $5,696+31.2% | $3,054+144.8% |
| Admin fee / account holder | $223 | $398-44.1% | $5,516-96.0% | $504-55.8% |