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.4 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $126,212 |
Service code 37 · EIN 04-2647786 | Loan Processing | $85,650 |
STIFEL NICOLAUS & CO INC5 years Filed as: STIFEL PEARLSTREET INVESTMENT MGMT Service code 27 · EIN 43-0538770 | Advisory (Plan) | $79,000 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $17,505 |
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 | $85,359 | $134,619-36.6% | $111,297-23.3% | $101,517-15.9% |
| Participation rate | 61.3% | 89.0%-27.7pp | 77.3%-16.0pp | 74.6%-13.3pp |
| Annual return | 15.98% | 17.96%-2.0pp | 54.65%-38.7pp | 21.00%-5.0pp |
| Employer contribution / active EE | $2,059 | $3,829-46.2% | $2,731-24.6% | $2,973-30.8% |
| Participant deferral / active EE | $3,219 | $6,572-51.0% | $4,487-28.3% | $4,873-33.9% |
| Admin fee / account holder | $65 | $86-25.0% | $7,964-99.2% | $139-53.6% |