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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,311 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$156,280 |
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 | $53,946 | $63,259-14.7% | $178,490-69.8% | $93,223-42.1% |
| Participation rate | 95.6% | 72.1%+23.5pp | 81.9%+13.7pp | 74.9%+20.7pp |
| Annual return | 20.58% | 19.93%+0.7pp | 151.07%-130.5pp | 19.29%+1.3pp |
| Employer contribution / active EE | $1,944 | $1,865+4.3% | $5,011-61.2% | $2,680-27.4% |
| Participant deferral / active EE | $3,585 | $3,372+6.3% | $5,202-31.1% | $4,563-21.4% |
| Admin fee / account holder | $14 | $58-76.2% | $13,984-99.9% | $79-82.5% |