Filed December 30, 2014
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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,033 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$52,886 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,820 | $112,623+92.5% | $106,213+104.1% | $199,593+8.6% |
| Participation rate | 97.9% | 86.2%+11.6pp | 75.3%+22.6pp | 72.0%+25.9pp |
| Annual return | 15.70% | 15.57%+0.1pp | 116.14%-100.4pp | 34.25%-18.5pp |
| Employer contribution / active EE | $15,178 | $4,575+231.8% | $3,171+378.6% | $3,034+400.2% |
| Participant deferral / active EE | $14,902 | $6,659+123.8% | $5,016+197.1% | $5,087+192.9% |
| Admin fee / account holder | $28 | $107-74.1% | $11,033-99.7% | $269-89.7% |