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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,715 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,588 |
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 | $62,624 | $107,378-41.7% | $108,579-42.3% | $57,658+8.6% |
| Participation rate | 93.5% | 77.1%+16.4pp | 79.6%+13.9pp | 70.2%+23.2pp |
| Annual return | 7.40% | 12.80%-5.4pp | -51.70%+59.1pp | 5.13%+2.3pp |
| Employer contribution / active EE | $1,379 | $1,782-22.6% | $3,758-63.3% | $1,974-30.1% |
| Participant deferral / active EE | $5,010 | $3,221+55.6% | $4,311+16.2% | $3,061+63.7% |
| Admin fee / account holder | $34 | $108-68.8% | $7,645-99.6% | $95-64.2% |