Filed December 14, 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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $137,011 |
Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 27 · EIN 34-1753575 | Advisory (Plan) | $100,000 |
BDO USA, LLP5 years Service code 10 · EIN 13-5381590 | Accounting | $55,544 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$966,215 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,391 | $53,136+100.2% | $155,509-31.6% | $199,593-46.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 15.86% | 41.15%-25.3pp | 64.67%-48.8pp | 34.25%-18.4pp |
| Employer contribution / active EE | $1,133 | $1,851-38.8% | $4,672-75.7% | $3,034-62.6% |
| Participant deferral / active EE | $8,780 | $3,161+177.8% | $5,626+56.1% | $5,087+72.6% |
| Admin fee / account holder | -$8 | $185-104.2% | $15,912-100.0% | $269-102.9% |