Filed October 23, 2014 (most recent of 5 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $48,857 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,585 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,284 | $53,565-0.5% | $172,739-69.2% | $82,204-35.2% |
| Participation rate | 94.5% | 69.6%+24.9pp | 82.6%+11.9pp | 73.4%+21.1pp |
| Annual return | 24.14% | 31.42%-7.3pp | 802.84%-778.7pp | 26.31%-2.2pp |
| Employer contribution / active EE | $2,075 | $1,857+11.8% | $5,143-59.6% | $2,707-23.3% |
| Participant deferral / active EE | $3,620 | $3,006+20.4% | $5,198-30.4% | $4,246-14.7% |
| Admin fee / account holder | $8 | $61-87.3% | $13,954-99.9% | $76-89.7% |