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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,458 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,645 |
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 | $62,443 | $62,267+0.3% | $110,238-43.4% | $55,725+12.1% |
| Participation rate | 94.3% | 78.1%+16.1pp | 79.8%+14.4pp | 70.9%+23.4pp |
| Annual return | -1.07% | -1.07%0pp | 314.74%-315.8pp | 244.93%-246.0pp |
| Employer contribution / active EE | $1,434 | $1,941-26.2% | $3,826-62.5% | $2,078-31.0% |
| Participant deferral / active EE | $5,903 | $3,516+67.9% | $4,672+26.3% | $3,356+75.9% |
| Admin fee / account holder | $49 | $121-59.8% | $8,547-99.4% | $115-57.8% |