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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,328 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,385 |
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 | $79,268 | $82,783-4.2% | $133,956-40.8% | $90,288-12.2% |
| Participation rate | 94.4% | 81.3%+13.1pp | 79.8%+14.5pp | 73.4%+21.0pp |
| Annual return | 26.96% | 21.89%+5.1pp | 45.09%-18.1pp | 53.97%-27.0pp |
| Employer contribution / active EE | $1,603 | $2,388-32.9% | $3,919-59.1% | $2,524-36.5% |
| Participant deferral / active EE | $6,085 | $4,291+41.8% | $5,048+20.5% | $4,232+43.8% |
| Admin fee / account holder | $27 | $93-71.1% | $8,927-99.7% | $114-76.5% |