Filed January 11, 2017 (most recent of 3 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $117,591 |
Service code 37 · EIN 04-2647786 | Loan Processing | $109,286 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,521 | $104,697+50.5% | $96,544+63.2% | $80,160+96.5% |
| Participation rate | 95.2% | 86.4%+8.8pp | 76.0%+19.2pp | 72.9%+22.3pp |
| Annual return | 23.41% | 21.78%+1.6pp | 25.84%-2.4pp | 40.38%-17.0pp |
| Employer contribution / active EE | $2,554 | $3,536-27.8% | $2,965-13.9% | $2,978-14.2% |
| Participant deferral / active EE | $6,562 | $6,188+6.0% | $4,851+35.3% | $5,017+30.8% |
| Admin fee / account holder | $35 | $107-67.4% | $8,252-99.6% | $145-76.0% |