Filed June 16, 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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $58,914 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,729 | $73,404-37.7% | $87,100-47.5% | $67,579-32.3% |
| Participation rate | 55.2% | 80.9%-25.7pp | 76.9%-21.7pp | 71.3%-16.1pp |
| Annual return | 24.30% | 48.29%-24.0pp | 28.19%-3.9pp | 378.56%-354.3pp |
| Employer contribution / active EE | $1,218 | $2,014-39.5% | $2,521-51.7% | $2,148-43.3% |
| Participant deferral / active EE | $2,206 | $3,913-43.6% | $4,049-45.5% | $3,539-37.7% |
| Admin fee / account holder | $118 | $142-16.9% | $7,497-98.4% | $142-17.3% |