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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,476 |
FID INV INST OPS CO1 year Service code 60 | Sub-TA Fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,227 |
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 | $62,564 | $69,238-9.6% | $185,823-66.3% | $101,517-38.4% |
| Participation rate | 93.7% | 73.5%+20.2pp | 81.7%+12.0pp | 74.6%+19.2pp |
| Annual return | 18.00% | 21.26%-3.3pp | 122.05%-104.0pp | 21.00%-3.0pp |
| Employer contribution / active EE | $2,661 | $2,104+26.4% | $5,167-48.5% | $2,973-10.5% |
| Participant deferral / active EE | $4,374 | $3,764+16.2% | $5,568-21.4% | $4,873-10.2% |
| Admin fee / account holder | $2 | $66-97.2% | $16,237-100.0% | $139-98.7% |