Filed June 19, 2013
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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,805 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,381 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,486 | $57,096+7.7% | $94,224-34.7% | $55,191+11.4% |
| Participation rate | 92.9% | 75.7%+17.2pp | 78.8%+14.1pp | 69.2%+23.7pp |
| Annual return | 14.03% | 159.65%-145.6pp | 10.68%+3.4pp | 10.78%+3.3pp |
| Employer contribution / active EE | $1,213 | $1,708-29.0% | $3,587-66.2% | $1,899-36.1% |
| Participant deferral / active EE | $4,835 | $3,165+52.8% | $4,320+11.9% | $3,046+58.7% |
| Admin fee / account holder | $32 | $89-63.6% | $6,269-99.5% | $91-64.2% |