Filed May 5, 2015
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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $75,680 |
Service code 37 · EIN 04-2647786 | Loan Processing | $75,080 |
Service code 16 · EIN 20-8532658 | Consulting | $22,500 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $12,180 |
Form 5500 reported that benefits due were not provided when due.
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 | $148,257 | $82,783+79.1% | $133,956+10.7% | $90,288+64.2% |
| Participation rate | 98.7% | 81.3%+17.4pp | 79.8%+18.9pp | 73.4%+25.4pp |
| Annual return | 15.89% | 21.89%-6.0pp | 45.09%-29.2pp | 53.97%-38.1pp |
| Employer contribution / active EE | $5,902 | $2,388+147.1% | $3,919+50.6% | $2,524+133.8% |
| Participant deferral / active EE | $6,636 | $4,291+54.6% | $5,048+31.5% | $4,232+56.8% |
| Admin fee / account holder | $41 | $93-56.0% | $8,927-99.5% | $114-64.2% |