Filed October 25, 2016
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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $162,175 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL PEARLSTREET INVESTMENT MGT. Service code 28 · EIN 43-0538770 | Investment Management | $75,000 |
Filed as: FIDELITY INV. INST. OPER. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $23,037 |
GJC CPA'S & ADVISORS2 years Service code 10 · EIN 38-2029668 | Accounting | $19,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,147 | $159,391-44.1% | $102,423-13.0% | $99,062-10.0% |
| Participation rate | 58.6% | 88.6%-30.0pp | 76.5%-17.9pp | 71.6%-13.0pp |
| Annual return | 15.15% | 19.03%-3.9pp | 29.32%-14.2pp | 17.66%-2.5pp |
| Employer contribution / active EE | $2,130 | $4,207-49.4% | $3,023-29.5% | $3,262-34.7% |
| Participant deferral / active EE | $3,296 | $7,498-56.0% | $5,053-34.8% | $5,331-38.2% |
| Admin fee / account holder | $58 | $159-63.8% | $9,451-99.4% | $109-47.1% |